9
Looking for a way to make DMS & Microsoft outlook work better/faster together
Lacerte
10/7/09 11:52 AM, Viewed by asker 10/9/09 1:28 PM
Total Views: 89
10/7/09 11:52 AM, Viewed by asker 10/9/09 1:28 PM
Total Views: 89
DMS & Microsoft outlook emails. Is anyone using a product that automatically stores the emails in DMS? Or has someone found a way to make DMS and Microsoft work together faster to save an email in DMS?
All Replies: Answers (0)
Comments (2)
Comment
10/7/09 12:46 PM
Yes, we have the toolbar enabled. Also, we use the print to DMS feature or the drag and drop. We are concerned about capturing any advice that a preparer may provide throughout the year to the Client.
Comment
Have you enabled the Outlook DMS toolbar? There is no way to "automatically" save emails in DMS that I am aware of. Hard to fathom an office that would want to save every single email in DMS. I personally don't save an email unless it has "source" data that I use to prepare the return. Attachments, yes. Drag and drop. But the email itself is usually worthless....