PracticeMaster Q&A: Automatic Journaling

August 2020    Tags: Outlook Integration, PM Journal, PracticeMaster

When sending emails to my clients, I used to get prompted for the details of the journal record in PracticeMaster. However, I am no longer prompted, and my emails are not being journaled. How do I turn that back on?

If the PMJournal button is set to Off, an outgoing email will be sent without being automatically journaled. When sending a new email, click on the PracticeMaster tab and click the PMJournal button so that it displays “PMJournal On.” This can be toggled on or off for each new message sent as needed. Additionally, journal settings can be specified to always be enabled, always disabled, or to default to the last used option.

To specify new message defaults

1. Open Outlook.
2. From the PracticeMaster tab, click the Default Settings button.
3. In the New Message Defaults section, select the Journal option of Enabled.
4. Click OK.

Now, each time you send an email, the journal window will be displayed, allowing you to journal the email to PracticeMaster.