Fax Memo Overview

Throughout the system you can use the Fax hot key to send a message or document as a fax. You can also set up the system to send documents such as bids or sales orders as faxes. In both cases, use the Fax Memo program to set up the fax that you want to send.

Use the Fax Memo program to do any of the following:

• Type a message or include a standard message on the fax cover sheet.

• Send the same fax to a single recipient or multiple recipients using fax distribution lists that you have created or the system has built.

• Attach documents to your faxes, such as bids, credit applications, invoices, or statements. When you fax statements to multiple customers, the system uses the following hierarchy to check for active, working fax numbers:

• The system first checks the Customer Maintenance program to determine the appropriate fax number to use for ship-to customers.

• If the Use Ship-To Address (Y/N) field on the Alternate Billing Address screen is set to Y (Yes), then the system uses the number in the Contacts area on the Customer Maintenance screen that is set to FAX. If there is no fax number present, then the system displays an error message.

• If the Use Ship-To Address (Y/N) field on the Alternate Billing Address screen is set to N (No), then the system uses the number in the Fax field on the Alternate Billing Address screen. If there is no fax number present, then the system displays an error message.

• Then the system checks the Customer Maintenance program to determine the appropriate fax number to use for bill-to customers.

• If the Use Ship-To Address (Y/N) field on the Alternate Billing Address screen is set to Y (Yes), then the system uses the number in the Contacts area on the Customer Maintenance screen that is set to FAX. If there is no fax number present, then the system displays an error message.

• If the Use Ship-To Address (Y/N) field on the Alternate Billing Address screen is set to N (No), then the system uses the number in the Fax field on the Alternate Billing Address screen. If there is no fax number present, then the system displays an error message.

The following topics explain how to use the Fax Memo functions:

• Sending Faxes

• Adding Signatures to Faxes

• Designating Fax Recipients

• Creating Fax Distribution Lists

• Building Fax Distribution Lists

• Using Fax Distribution Lists

• Appending Documents to Faxes

• Sending Broadcast Faxes

• Fax Priorities

See Also:

Eclipse Fax System Overview