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#5651 - 02/17/06 08:48 AM Re: Set up fax
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello kevin,

"The answer's always obvious when you know what it is."

Thanks for closing the thread, and I'm glad it's wroking for you now.


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#5652 - 02/17/06 11:17 AM Re: Set up fax
kevin Offline
Adagio Buff

Registered: 11/08/05
Posts: 64
Loc: New york
Ok other questions now. If I am printing statements the whole batch no in the batch there could be customers that want them e-mailed, faxed or printed will the computer automatically send it to the right device to do it. Or do I have to set up different batches for different printing commands.

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#5653 - 02/17/06 12:26 PM Re: Set up fax
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3611
Loc: Toronto ON, Canada
Kevin:

If you are sending Statements out through all 3 methods, you will process Statements 3 times. Process them once each for Print, Fax and E-mail (separate buttons on Statement selection screen).

If each customer is set up to use only 1 method (ie. there is a check mark on Print but not E-mail or Fax), this will work properly. Be aware that if a Customer has 2 options with check marks, they will receive their Statement twice. If the Customers are not set up correctly, you could work around this by using Report Group or another field to group all of the people together who will use the same delivery method.


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#5654 - 02/28/06 02:11 AM Re: Set up fax
kevin Offline
Adagio Buff

Registered: 11/08/05
Posts: 64
Loc: New york
Bruce,
Currently I print statements by short name can the computer determine on its one how to send Or do I have to separate each customer by catagory (e-mail, fax or print)

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#5655 - 02/27/06 05:03 PM Re: Set up fax
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello kevin,

How would you have decided how each customer was to receive their statement? Customers who only have e-mail selected will only get a statement when they are e-mailed. Same for fax and print. Why not set the statements to Print only, Fax only or e-mail only depending on whether you have an e-mail, fax or only an address? The settings can be imported from Excel.


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#5656 - 02/27/06 09:18 PM Re: Set up fax
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3611
Loc: Toronto ON, Canada
Kevin:

I think the part that is missing from this discussion is that YOU set up each Customer to receive their Statement in the way that fits them.

For instance, let's say you have the e-mail address for Able Cables. You edit their Customer profile and put a check-mark on the E-mail option but not on Print or Fax. Then you go to XYZ Company and, since you don't know neither their e-mail nor their fax number, you check the Print option but not the E-mail or Fax.

You do this for all of your Customers. As Andrew mentioned, if you have many customers, import the settings for efficiency.

Then when you run each of the Print, Fax and E-mail processes, only the Customers selected for that method will appear.

You will need AR version 8.0 for the e-mail feature to be available.


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#5657 - 02/28/06 09:42 AM Re: Set up fax
kevin Offline
Adagio Buff

Registered: 11/08/05
Posts: 64
Loc: New york
I understand all that. But what i am not understanding is after each customer is set up with the 1 method of receiving the statement. How do I generate statements? Normally i go to the statement screen print by short name and then print. What happens to the customers that are checked for email of fax. How do i send those?

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#5658 - 02/28/06 11:09 AM Re: Set up fax
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello kevin,

To send your statements, select Reports | Print Statements/Letters. Fill in the dialog as you would for printing the statements. Instead of clicking Print, click the Fax or Email button depending on how you want the statements sent. Only the customers with the desired transmission method selected will have statements generated. You can view the resulting statements in the queue prior to sending them if you want.


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#5659 - 02/28/06 11:24 AM Re: Set up fax
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11520
Loc: Vancouver, BC Canada
And if you want to send statements by more than one method, you have to run the Print Statements function multiple times. Once for email, once for fax, and once for print to paper.

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#5660 - 02/28/06 12:04 PM Re: Set up fax
kevin Offline
Adagio Buff

Registered: 11/08/05
Posts: 64
Loc: New york
Ok now I understand. So have to run statements 3 times by short name and each time the selected customers will get there statements. I understand thanks alot everbody.

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