PracticeMaster Q&A: Journal Multiple Emails

September 2023    Tags: , ,

We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time?

You can easily journal multiple email messages using the Outlook Toolbar.

To journal multiple email messages

  1. In Outlook, select the emails you want to journal by holding down the Ctrl key and clicking on your desired emails.
  2. On the PracticeMaster tab of the Outlook toolbar, click the Journal button. A Journal Multiple Emails window will open in PracticeMaster.
  3. If you want to add all of the emails with the same Client ID and Contact name, select the option to Create all Journal records silently and select the desired Client ID and Contact name in the provided fields, then click OK….or…If you want to journal multiple emails for different clients and contacts, select the option to View each Journal record before saving then click OK. PracticeMaster will then automatically generate each journal record but wait for you to edit and save each record as desired.

If you have multiple clients to journal emails for, repeat these steps for each matter.

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