PCM - Send Email to Client Option

Article #: 17906

Last Updated: October 18, 2024

 


Tags: Drake Tax

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When an email address has been entered in data entry for a return, you can now send an email to that client by right-clicking on the client's name on the PCM listing and choosing Send Email to Client.

Image of "Send email to client" option in the right-click menu in the PCM

This functionality uses your Windows Default Email application. When using this feature, you do not need to set up your email in Help > Email. The Windows Default application must be configured to use your email address.

  • Open the Windows start menu and choose Settings.

  • Select Apps.

  • Click Default Apps.

  • Locate the Email or .eml section and select the appropriate email provider (Outlook in this example). Changes are saved automatically.

    Image of Outlook as the default email app in Windows Settings

Note that when you are sending a client an email from view mode, you can also choose the option to Email to Client (using Windows default email):

Image of the "Email" drop list in View/Print mode

Microsoft .NET Desktop Runtime Version 6 is required for this functionality.