PracticeMaster Q&A: Combined Journal Page

June 2019    Tags: PM Journal, PracticeMaster

In the Client file, is there any way to have a tab for just journaled emails?

The tabs shown in the Client file can be customized, including the option to show one tab for all journal records combined and/or individual journal pages.

To show a tab in the Client file for journaled emails

1. From the File menu, point to Open and select Client.
2. From the Edit menu, select Configure Client Pages.
3. Select the Email Only Journal Page check box.
4. Click OK.

You will now see an Email tab in the Client file.