To designate a customer, vendor, or one of their contacts as a fax recipient:You can send a fax to a customer, vendor, contact, or individual using the Cust/Ven, Contact, or To fields on the Fax Memo screen.
The fax system provides the following options for sending faxes:
If you display the Fax Memo screen from an order document, the system obtains the customer bill-to name or vendor pay-to name from the order.
If you fax invoices or statements, the system supplies the customer names.
If you display the Fax Memo screen from the menu, these fields are blank.
The following tasks explain how to designate the following as fax recipients:
To send a fax to multiple recipients, see Using Fax Distribution Lists.
To designate a customer, vendor, or one of their contacts as a fax recipient:
From the System menu, select Fax Memo to display the Fax Memo screen.
In the Cust/Ven field do one of the following:
Type a customer or vendor ID number preceded by a period.
Type all or part of a customer or vendor name. The system displays either the complete name and fax number or a list from which you can select a name and fax number.
The system populates the Cust/Ven and Fax # fields with the fax contact name and phone number from the record, if one exists, and makes an entry in the entity's change log.
If the selected account is a ship-to/ship-from without a fax number defined, the system uses the bill-to/pay-to account's fax phone number and makes an entry in that entity's change log.
Otherwise the system populates the Cust/Ven field with the account name and the Fax # field with 999-999-9999. Update the fax number as needed. The system makes an entry in the entity's change log.
To assign a contact linked to the selected customer or vendor as the fax recipient, use the List Contacts hot key to display the list of contacts and then select one.
The system populates the Contact and Fax # fields with the contact's name and fax phone number.
To complete the process of sending a fax, see Sending a Fax.
To designate a contact as a fax recipient:
From the System menu, select Fax Memo to display the Fax Memo screen.
In the Contact field, enter all or part of the contact's name and select the name from the list of matching entries.
The system populates the Contact and Fax # fields with the contact's name and fax phone number, if one exists. If the contact record does not have a fax number defined, the system enters 999-999-9999 in the Fax # field. Update the number as needed.
To complete the process of sending a fax, see Sending a Fax.
To designate an individual as a fax recipient:
From the System menu, select Fax Memo to display the Fax Memo screen.
In the Fax # field, enter the individual's fax phone number.
In the To field, enter the individual's name.
To complete the process of sending a fax, see Sending a Fax.
See Also:
Creating Fax Distribution Lists