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MSchumacher
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Member since ‎May 2, 2023
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Mark Schumacher

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Activity

Participant
February 21, 2025
Hi Jennifer, thank you for the update on this functionality. I wanted to just come back to this to confirm that removing the automatic sending of the...read more
Participant
July 15, 2024
It's a good point - they don't have to do a traditional mail merge with the original source documents in Word. If we had the ability to upload pdf fil...read more
Participant
January 19, 2024
Thanks Jennifer. Just to clarify, I'm not an attorney, but I do collect sensitive information as part of the services I provide to clients and the do...read more
Solved
MSchumacher on January 19, 2024
I have a form I use for new clients to submit information I need to prepare legal documents. The data I collect using this form is Personally Identifiable Information that is sensitive and should be private. I have the form set up so that when the f read more
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Participant
May 23, 2023
Hi @kvlschaefer Thank you for replying. I will do that.
Solved
MSchumacher on May 22, 2023
I have been using Outlook as my CRM for awhile and have a dozen or so custom fields that I've created in outlook (like a dependent's name, for example). If I were to create custom properties in the CRM, can I map the custom fields in Outlook to the read more
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