PracticeMaster Q&A: Outlook Record Linking

March 2022    Tags: Outlook Integration, PM Journal, PracticeMaster

How can I avoid journaling the same email in Outlook twice?

When linking is enabled on the PracticeMaster toolbar in Outlook, the email and the journal record in PracticeMaster are linked. This means that after you create a journal, calendar, or fee record from an email in Outlook, clicking the Journal, Calendar, or Fee button on the toolbar again will open the record you created in PracticeMaster instead of creating a new record. By default, linking is enabled.

To configure the default behavior for Record Linking on

1. In Outlook, go to the PracticeMaster tab.
2. Click the Default Settings button to open the PracticeMaster Options window.
3. In the Record Linking Defaults section, select Enabled.
4. Click OK to close the PracticeMaster Options window.

For more information regarding the Outlook Toolbar Plug-in, see Knowledge Base Article R11516, “Configuring the PracticeMaster Outlook Plug-in.”