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