Validating that Statements Were Emailed or Faxed

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The best way to view the status of the faxes and email messages is through the Fax & Email Monitor and the Life Cycle tab of the Customer Detail Information window. To verify that a statement was faxed or emailed to a particular customer, you can bring up that customer’s account through a Customer Search and then click the Life Cycle tab. When statements are faxed and/or emailed to customers, note entries are made automatically in customer life cycle.

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