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Table of Contents (on this page)
Introduction
This document provides instructions for configuring the Customer E-mail and or Fax Information for the Work in Process Fax Back Report.
Procedure
From the Optifacts main menu:
Type 7 - Tray Track and press enter.
Type 12 - Tray Track Configuration and press enter.
Type 4 - Automatic Fax Editor and press enter. (You will need the correct permissions to access this screen.)
The Lab General Information screen displays.
Type Q for query.
- Search for the Customer info by entering some search criteria.
Press escape to show the results.
If the entry does not exist:
- Type A to add a new record.
- Enter all the applicable data pressing enter past each field.
- Account Code = Account Number
- E-Mail = E-mail address of the report recipient
- Fax Number = Fax Number of the account to send the fax to
- Send To = A contact name of the fax recipient can be entered here
- Sent From = Your lab name will be on the fax, but it can also be entered here
- Subject/Message = Free form field – use for any subject or message to display on the fax
- Mailed Days = Enter the number of days of mailed out jobs to display on the fax
- Press Escape to save the data.
- Type 'D" for detail and you will able to view the second screen.
The Account information displays on the screen.
- Type A to add a new record.
- Type in the time that the fax is to be sent in 24-hour format. (Enter 0 if no fax should be sent)
- Press escape to save the data.
- Type E to exit the screen.
