Printing Customer Letters - Faxing
If you want to fax a letter instead of printing it and are using a Windows machine with Fax Services installed, follow these steps:
- Having entered the Customer Letter as usual, click the [Forms] button in the Navigation Centre.
- Double-click 'Customer Letters' in the list. Choose 'Fax' as the Media option and otherwise proceed in the usual way.
If you would like the 'Fax' option to be chosen by default for the Customer Letter document, proceed as follows:
- Click the [Forms] button in the Navigation Centre.
- 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 will always be 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, click the [Forms] button in the Navigation Centre. Highlight 'Customer Letters' in the list and select 'Define Form' from the Operations menu. Enter a row with the appropriate Form Template 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. You must specify a Form Template in the Form Template 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 Form' 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 you can leave the Language blank in both the Customer Letter and the 'Define Form' window). When you need to fax the letter, open the 'Specify Customer Letter' window from the 'Forms' 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 Template (i.e. BMP, JPG and PNG 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.
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The Customer Letter register in Standard ERP:
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