PracticeMaster Q&A: Journal Email Details View

August 2019    Tags: , , ,

We have a few custom fields in our email journal window. However, when we journal emails from Outlook, our custom fields are not shown in the journal window that comes up. Is there a way to access our custom fields when journaling emails from Outlook?

All the fields in the Journal window, including custom ones, can be accessible when journaling emails from Outlook by clicking the Details button in the Journal window. Alternatively, each User can specify that the Details view is the default for every email they journal.

To always show Details view when journaling emails

  1. From the Maintenance menu, point to Integration and select Toolbar Plug-ins.
  2. From the Outlook tab, in the Creating Records section, select the Create Email Journal Record using the Details view check box.
  3. Click OK.
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