Viewing Emails

Viewing Emails

Hello, 

We would like to request a change within Junxure Emails.  

HOW USER ACCESS EMAILS

From the Pending Actions Screen, open the action that has been assigned to them.  Once open, they access emails that have been captured via the Linked Items section. 

Within emails that contain a long string of messages, its difficult to quickly distinguish where one email end and another begins.                                                                                                  
SUGGESTION 

Add a divider line OR  Like the first email in the string, bold highlight  the From, Sent,To, CC, and Subject  all of the emails within the string. 

Please see example below. 

jsc4ll@mmb-co.com
6/24/2019 10:18:53 AM
jheisch@sagerutty.com
 
RE: 2019 Estimated Tax Filing NYS
BRIAN SAMPSON TRUST 2018 Fiduciary V1 Client Copy COLIN NASIPCHAK TRUST 2018 Fiduci5555555525
Jamie, Attached are pdf copies of the returns, which include the IRS & NYS vouchers. Password is mmmmmb. Please let me know if you need anything else. Jim John P. Schnell, CPA/ABV, CVA l Partner Forth Metzzger Baer & Co. LLP 100 Chestnut St. l Suite 1200 l Rochester, NY 14604 Phone: (585) 222-1809 l Fax: (585) 472-5666 www.misseltowtzgerbarr.com <https://url.emailprotection.link/?b9b81sk3143134dl97Lnwf8in5xumlYx0_Iii6E1zfA8hPOzuL5podixHsA_98lBCIAOzOJ0_rUUC66vFTA~~> From: Jamie Heisch, Sage Rutty Co. <jheisch@sagerutty.com> Sent: Monday, June 24, 2019 10:16 AM To: Jason Schmitl <jsmitlll@mmmmmb-co.com> Subject: RE: 2019 Estimated Tax Filing NYS Hi Mr. Schmidt, These are what we received from Sally. Can you provide us with copies? Otherwise, I will follow up with her to see if she has any other vouchers in her possession. Jamie Heisch Financial Services Associate Sage Rutty & Company 100 Corporate Woods, Suite 300 Rochester, NY 14623 Direct 585.512.2356 / Fax 866.902.0273 jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> www.sagerutty.com <https://url.emailprotection.link/?bFgW5enO77dmIe0f4po-2lhMDpHJo0oExnfsG_zxNaPVpt4EjN4yiF9g-z-N7lYT6Vjyf7W1tDTZ-j5cdXvKPdw~~> From: John Schmitt <Jim Schmitl <jsmitlll@mmmmmb-co.com <mailto:Jim Schmitl <jsmitlll@mmmmmb-co.com > Sent: Monday, June 24, 2019 9:51 AM To: Jamie Heisch, Sage Rutty Co. <jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> > Subject: RE: 2019 Estimated Tax Filing NYS Jamie, These are pre-printed blank ones sent from the government. You can discard these. Please use the printed quarterly vouchers we sent Suzanne with the return packages. Janim Jen P. Schmidtl, CPA/ABV, CVA l Partner Mitzy Moingger Barrk & Co. LLP 444 Cheestnut St. l Suite 14200 l Rochester, NY 14604 Phone: (585) 222-1809 l Fax: (585) 444-6966 www.smitchmetzgerbarrk.com <https://url.emailprotection.link/?b9b81skM102qn4qIr8dl97Lnwf8in5xumlYx0_Iii6E1zfA8hPOzuL5podixHsA_98lBCIAOzOJ0_rUUC66vFTA~~> From: Jamie Heisch, Sage Rutty Co. <jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> > Sent: Thursday, June 20, 2019 1:08 PM To: John Scim <www.smitchmetzgerbarrk.com <jwww.smitchmetzgerbarrk.com> > Subject: RE: 2019 Estimated Tax Filing NYS Hi Mr. Sshcmidt, We received the 2019 quarterly IRS vouchers for the Neverland trusts from Sally. I had a few clarifying questions. On the vouchers, there is no amount listed indicating what is due each quarter for the trusts (attached). Also, as you suggested, we can pay for the full year rather than making quarterly payments, I am just unclear on what is due. Also, we only received quarterly vouchers for the IRS payments. Should we have quarterly vouchers for NYS as well? Citrix Attachments DOC0624019.pdf 114.5 KB Download Attachments <https://url.emailprotection.link/?bOpTCN2bhiRb75dgVGzUvyTaib4RYgTgRleqhpSc-E1zcxPDBj8oNKJBn8fGwJUjFnGOwclgpiLA6Y5ct6OtQ3KXgh> Jamie Heisch uses  Files to share documents securely. Jamie Heisch Financial Services Associate Sage Rutty & Company 100 Corporate Woods, Suite 300 Rochester, NY 14623 Direct 585.512.2356 / Fax 866.902.0273 jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> www.sagerutty.com <https://url.emailprotection.link/?bFgWdsfeeeeeaa5enO77dmIe0f4po-2lhMDpHJo0oExnfsG_zxNaPVpt4EjN4yiF9g-z-N7lYT6Vjyf7W1tDTZ-j5cdXvKPdw~~> From: Jamie Heisch, Sage Rutty Co. Sent: Wednesday, June 12, 2019 1:47 PM To: 'Jim Schnell' <jschmiddt@mmmmmmb-co.com <mailtojschmiddt@mmmmmmb-co.com> > Subject: RE: 2019 Estimated Tax Filing NYS Hi Mr. Schmidt, Thank you for confirming. This payment has been made. Best, Jamie Heisch Jamie Heisch Financial Services Associate Sage Rutty & Company 100 Corporate Woods, Suite 300 Rochester, NY 14623 Direct 585.512.2356 / Fax 866.902.0273 jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> www.sagerutty.com <https://url.emailprotection.link/?bFgW5enO77dmIe0f4po-2lhMDpHJo0oExnfsG_zxNaPVpt4EjN4yiF9g-z-N7lYT6Vjyf7W1tDTZ-j5cdXvKPdw~~> From: Jane Schmitt <jschmiddt@mmmmmmb-co.com <mailto:jschmiddt@mmmmmmb-co.com> > Sent: Wednesday, June 12, 2019 1:35 PM To: Jamie Heisch, Sage Rutty Co. <jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> > Subject: RE: 2019 Estimated Tax Filing NYS Jamie, This is correct for Peter & Melissa. Johnm John P. Schmidt, CPA/ABV, CVA l Partner Measy Mop Barr & Co. LLP 600 Chestnut St. l Suite 422 l Rochester, NY 14604 Phone: (585) 222-1834 l Fax: (585) 433-3336 www.m.com <https://url.emailprotection.link/?b9b81skM102qn4qIr8dl97Lnwf8in5xumlYx0_Iii6E1zfA8hPOzuL5podixHsA_98lBCIAOzOJ0_rUUC66vFTA~~> From: Jamie Heisch, Sage Rutty Co. <jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> > Sent: Wednesday, June 12, 2019 1:26 PM To: Jim Schnell <jschnell@mmb-co.com <mailto:jschmiddt@mmmmmmb-co.com> > Subject: 2019 Estimated Tax Filing NYS Hello Mr. Schmidt,     My name is Jamie Heisch and I work with Maggie Greer at Sage Rutty. I wanted to follow up very quickly on Melissa and Marty's 2019 estimated income tax for 2019. I just want to confirm that, when taking into account the prior year credit, we only have one payment of $433.00 due to NYS? Thanks for your help! Best, Jamie Heisch Citrix Attachments NYS Income Tax Northwind.pdf 55.4 KB Download Attachments <https://url.emailpjo2bhiRb75dgVGzUvyTaib4RYgTgTm0Nsu213BihgQc1u2pTvO0N_ceJC-eyDyhLI4tujlt2BZCNPJnUvgB0jN1hxa_Stx_HUWvmSr5qPp> Jamie Heisch uses Citrix Files to share documents securely. Jamie Heisch Financial Services Associate Sage Rutty & Company 100 Corporate Woods, Suite 300 Rochester, NY 14623 Direct 585.512.2356 / Fax 866.902.0273 jheisch@sagerutty.com <mailto:jheisch@sagerutty.com> www.sagerutty.com <https://url.emailprotection.link/?bFgW5enO77dmIe0f4po-2lhMDpHJo0oExnfsG_zxNaPVpt4EjN4yiF9g-z-N7lYT6Vjyf7W1tDTZ-j5cdXvKPdw~~> ________________________________ The contents of this email and any files transmitted with it may contain privileged and confidential information from Mldural,Motarr, Balr & Co. LLP (MMB). If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or use of, or the taking of any action in reliance upon the information contained in this email, or any of the attached files, is strictly prohibited and that this email and any attached contents must be promptly deleted. If you have received this email in error, please notifyMlissal,Mldural,Motarr, Balr& Co. LLP by email immediately. NOTE: Use our dropbox to securely send us your confidential files. http://www.missletoe.com/Resources/mmb-dropbox <https://url.emQXkVbfHYCPGfPGqChZfTIEvHcGTxQGOGbwkcMr8QAP3SW6d> ________________________________ ________________________________ (JX7851ID: [108882455]) ________________________________ TThe contents of this email and any files transmitted with it may contain privileged and confidential information from Mlissal,Motarr, Barr & Co. LLP (MMB). If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or use of, or the taking of any action in reliance upon the information contained in this email, or any of the attached files, is strictly prohibited and that this email and any attached contents must be promptly deleted. If you have received this email in error, please notifyMlissal,Motarr, Barr & Co. LLP by email immediately. NOTE: Use our dropbox to securely send us your confidential files. http://www.missletoe.com/Resources/mmb-dropbox <https://url.emQXkVbfHYCPGfPGqChZfTIEvHfffffffcGTxQGOGbwkcM45r8QAP233SW6d>  ________________________________    (JX7851ID: [1083857])