To Send a Fax to a List of People:
1.Ensure that the Administrator System Config option Use Relay Fax Server is checked.
2.Create a list of People
3.If necessary, multi-select rows in the People list.
4.From the List window, click on the Send Fax icon in the right margin of the window. The Send Fax Options Dialog box appears:
Example: Send Fax Options
2.Select a bullet option from the Send Fax To area:
•Click the option Send Fax to All the People from the List.
OR
•Click the option Selected Only
3.From Use Fax Number options, check one o: Work Fax, Home Fax, Fax Number from Business Address.
4.If selected Fax Number is not Found, Try to Use xxxxxxxxxxxxxxxxxxxxxx.
5.The Create Fax From Template will xxxxxxxxxxxxxxxxxxxxxxxx.
6.Click OK.
7.If you select to use a Template, the Send Fax Options dialog box will expand with further options:
8.Select the Message Body using the Red Pushpin. The Template Manager window appears. Select the template that is to be used.
9.Click the Blue Plus icon to attach documents. The Document Search dialog box appears. Once a document is attached, the Document Search dialog box closes and the attached document appears in the Document area of the Send Fax Options dialog box.
10.Click OK. The Fax is sent to the selected Companies on the list and the Send Fax Options dialog box closes. An activity history record will appear in the History tab of each Person's record.