Use the Customer Selection screen to create or edit or select lists of customers to use when you want to limit the receipt of statements. For example, you can create a list of all of your customers in different areas or states, or who deal with specific types of products.
To create a list of customers:
From the A/R menu, select Print Statements to display the Print Statements window.
From the File menu, select Fax Setup to display the Fax Memo window.
From the File menu, select Distribution List to display the Fax Distribution List window.
In the Contact field, type the name of the customer and press Tab
In the Fax Number field, enter the fax number of the customer.
Repeat step s 4 and 5 as necessary.
When you are finished entering customer names and fax numbers, click Save List to display the Save ID list window.
In the Save to File field, enter the name of the distribution list and click OK.
The system displays the Fax Distribution List window.
Click OK to close the window and return to the Fax memo window.
From the A/R menu, select Print Statements to display the Print Statements window.
From the File menu, select Fax Setup to display the Fax Memo window.
From the File menu, select Distribution List to display the Fax Distribution List window.
Click Recall List to display the Recall List window.
Do one of the following:
In the Select Work ID field, enter a name of a distribution list.
Click the Selection List button, and select from a list of distribution lists.
The name of the distribution list displays in the Select Work ID field.
Click OK to display the list.
Use one of the following methods to add and edit entries:
To add an entry to the list, scroll down to an empty line and type the name of the customer and fax number.
To change an entry, type over it.
To delete an entry from the list, position the cursor on the entry and press Delete.
When you are finished making changes, click Save List to save this list.
The Save ID list window displays. Do one of the following
Click OK to accept the distribution list ID that displays in the Save to File field
Enter a new distribution list ID, and click OK.
To select a list of customers:
From the A/R menu, select Print Statements to display the Print Statements window.
From the File menu, select Fax Setup to display the Fax Memo window.
From the File menu, select Distribution List to display the Fax Distribution List window.
Do one of the following:
In the Select Work ID field, enter a name of a distribution list.
Click the Selection List button, and select from a list of distribution lists.
The name of the distribution list displays in the Select Work ID field.
Click OK to display the list.
Click OK to select the list.
In the Fax Number field, ***Distribution List*** displays.
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