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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

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?

 
 
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10/7/09 12:06 PM

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....

 
 
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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. 

 
 
 
 
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