Email Addresses dialog (Data Mining)

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Use this dialog to add or edit email addresses for use when you assemble eSignature documents and send letters via email to clients who passed the most recent Data Mining search.

To open this dialog, select the appropriate client database in the Data Mining window, and then choose Setup > Email Addresses.

Fields & buttons

Contains each client ID, client name, entity, email address, and Email To designation for the database you selected in the Data Mining window.

Notes for 1040 clients

  • If an email address has not been entered already in the Contact tab, both taxpayer and spouse email addresses can be entered in the Email Addresses dialog and will be reported in the corresponding email address field in the Contact tab. Conversely, if an email address has not been entered previously in the Email Addresses dialog and an email address is entered either in the Taxpayer email address or Spouse email address fields in the Contact tab, they are reported in the Email Addresses dialog. In addition, email addresses entered in UltraTax CS Setup > Client Communications dialog are reported in the Email Addresses dialog.
  • To view and edit the taxpayer and spouse email address in the Client Communications dialog, select Tp: or Sp: from the drop-down list in the Email Address column.
  • Use the Email To column to designate the address(es) to which email communications data mining letters can be sent: the taxpayer's, the spouse's, or both.

Related topic: Data Mining overview

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