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The Mail & Fax module is used to generate letters, emails and faxes. From most modules you can create a letter, email or fax for the relevant company/contact on the screen at that time. In the Prospects and Contacts modules there is an option to generate a mailshot or mailer that uses the 'Mail & Fax' module to generate the mailshot. A mailshot wizard guides you through generating the mailshot.
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On the data entry screen users can quickly enter in the letter, fax or email details and print or send the document at the click of a button. Scanned signatures can be used for sending letters and faxes electrolically. Emails can either be sent through your default email application or straight through your ISP or SMTP server which is more suitable for sending large mailshots.
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On the Options screen you can do the following:
Find Options...
eMails
Faxes
Letters
eMails created today
Faxes created today
Letters created today
You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information.
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For the current record
Preview letter/email/fax
Preview and print letter/email/fax
Edit letter/email/fax
Print mini list
Print envelope
Print label
For the found set of records...
Preview letters/emails/faxes
Preview and print letters/emails/faxes
Edit letters/emails/faxes
Print mini list
Print envelopes
Print labels
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