Validating that Statements Were Emailed or Faxed
From FloristWiki
(Difference between revisions)
(New page: The best way to view the status of the faxes and email messages is through the Life Cycle tab of the ...) |
|||
| Line 1: | Line 1: | ||
| - | The best way to view the status of the faxes and email messages is through the [[Fax & Email Monitor] and the [[Customer Detail Information Window - Life Cycle Tab|Life Cycle tab]] of the [[Customer Detail Information Window|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. | + | The best way to view the status of the faxes and email messages is through the [[Fax & Email Monitor]] and the [[Customer Detail Information Window - Life Cycle Tab|Life Cycle tab]] of the [[Customer Detail Information Window|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. |
Current revision
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.
