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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 that uses the 'Mail & Fax' module to generate the mailshot. A mailshot wizard guides you through generating the mailshot. ![]() 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 electronic faxes. Emails can either be sent through your default email application or straight through a specified your SMTP server which is more suitable for sending mailshots. ![]() 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. 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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