Fax/Email Window - Customer

Program/Screen: FAXWND/FAXWND

Description:

Use this popup window to enter information for faxing and emailing a contract, pick-up ticket, invoice, or other document to a customer or other parties.

 

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• Navigation

• Fields

• Function Keys

 

Navigation

Access this popup window by entering a Y in the Fax/Email field on various transaction screens in the system.  Use F7 to toggle between the Fax window and the Email window.  Enter the pertinent information in one or both windows and press Enter to return to the previous screen.

 

Where Used

Create/Update Rental - Review

Customer Contract Inquiry

Create Pickup Ticket

Create/Update Rental Reservation/Quote - Review

Create/Update Sales Quote - Review

Create/Update Equipment Sale Reservation/Quote - Review

Sales Order/Invoice - Review

Equipment Sales - Review

Create Proforma Invoice - Review

Create Pre-payment Receipt - Review

Credit Pre-payment Receipt - Review

PO Header Information

Print A/R Statements

 

Fields

Fax Window

Fax number

Enter or accept the fax number for the customer.

 

Country code

If applicable, enter the international FastFax country code for proper fax dialing purposes.

 

Fax to

Enter or accept the name of the person to whom the fax will be sent.

 

Company

Enter or accept the name of the company to which the fax will be sent.

 

From (User ID)

Enter or accept the user ID for the person who is sending the fax.  This defaults to your user ID, but it can be changed.

 

Print

Indicate if you want to print the fax as well as send it.

 

Update fax number in customer file

Indicate if you want the fax number used for this fax to update the existing fax number in the customer file.

 

Cover letter note

Enter any text you want to have in the body of the fax cover letter.

 

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Email Window (F7)

 

Email

Enter the email address to which to send the contract.

 

Send to

Enter or accept the name of the person to whom the email will be sent.

 

Company

Enter or accept the name of the company to which the email will be sent.

 

From (User ID)

Enter or accept the user ID for the person who is sending the email.  This defaults to your user ID, but it can be changed.

 

Update Email Address in File

Indicate if the customer master file should be updated with the email address entered in this window.

 

Print

Indicate if you want to print the email in addition to sending it.

 

Cover letter note

Enter any text you want to have in the body of the email cover letter.

 

Function Keys

Function Key	Description
F1	Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit.  Exit the page or program.
F7	Fax/E-mail.  Toggle between the Fax and the E-mail windows.
F9	Next/Previous.  Move among the pages of the Cover Letter Note text.
F10
F12	Cancel/Previous.  Exit the program or move back a screen.

 

 

 

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