Tip of the Month for: August 2011

Using the Contact Preference for Emailing/Faxing

Answers gives you the ability to set a contact's preferred sending method when sending out various forms that can be faxed/emailed.  When this is set it will remember the preference when you get ready to fax/email to this contact (and will highlight that option on the Email/Fax Screen). 

This preference option can be set in the Customer, Vendor, and Manufacturer (if used) Maintenance applications.  To access it, you must get into the contact screen by clicking on the icon or by clicking on Options menu and selecting Contacts.

When in the Contacts window, then select one of your contacts for editing.   In the editing window, you will need to add the fax number or email address and then select the Fax or Email Contact Preference option.  Not selecting a preference will default to Faxing in Answers applications.  

After setting the preference, whenever you email this contact, you will see that the fax or email option will be selected based on the preference selected.   This preference can be overridden at this point, it only defaults to what you set in the Contact window earlier.