Can I send my client an email directly from the PCM? What email program does that use?
Yes, 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.
![](https://drakesoftware.com/Site/Uploads/Images/17906%20image%203.jpg)
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.
![](https://drakesoftware.com/Site/Uploads/Images/17906%20image%202.jpg)
- Click Default Apps.
- Locate the Email section and select the appropriate email provider (Outlook in this example). Changes are saved automatically.
![](https://drakesoftware.com/Site/Uploads/Images/17906%20image%201.jpg)
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):
Microsoft .NET Desktop Runtime Version 6 is required for this functionality.
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