Printing Customer Letters - Faxing
If you want to fax a letter instead of printing it and are using a Macintosh with a fax modem, follow these steps:
- Having entered the Customer Letter as usual, select 'Documents' from the File menu.
- Highlight 'Customer Letters' in the list.
- Select 'Fax' from the Operations menu.
- Double-click 'Customer Letters' in the list and proceed in the usual way.
If you have a fax server, you can configure a more permanent arrangement whereby certain Customer Letters are always faxed. Follow these steps:
- Following the instructions on the Setting up a Fax Server page, enter a row representing your fax server in the Printers setting in the System module.
- In the CRM module, select 'Documents' from the File menu. Highlight 'Customer Letters' in the list and select 'Define Document' from the Operations menu. Enter a row with the appropriate Form and quoting your fax server in the Printer field. This row should have a dedicated Language (e.g. "FAX") in the Lang field or a dedicated Number Series in the Ser. No. field.
- When you enter a Customer Letter that is to be faxed, ensure it has the correct Language on the 'Header' card or that you assign it a Number that is in the correct Number Series. A form must be specified in the Document field, also on the 'Header' card.
- If you have a standard letter that is sometimes printed and sometimes faxed, enter separate rows in the 'Define Document' window for printing and faxing, as described in step ii above. When you create the Customer Letter, enter the appropriate Language on the 'Header' card to use the default printer (usually the Language can be left blank in both the Customer Letter and the 'Define Document' window). When you need to fax the letter, open the 'Specify Customer Letter' window from the 'Documents' list in the normal way, and enter the Language for the fax server. This will override the Language in the Customer Letter record.
Note that any pictures included in the letter Form (i.e. BMP, PICT and EPS files) will not be faxed.
The fax number will be chosen in the same way as the address for printed letters: please refer to the description of the 'Address' card of the Customer Letter record for details.
