Collecting Email/Fax Information

From FloristWiki

If you plan on faxing and/or emailing statements to your customers, you have to collect your customers’ fax numbers and/or email addresses. You will want your employees to ask customers how they want to be billed (printed statement, fax, or email) and collect the relevant information (you have the option to bill customers using any combination of these three methods).

The more email addresses and fax numbers you save, the less money you will have to spend to print statements and mail them to your customers. Also, collecting email addresses for customers allows you to use other new features in this release – Delivery Confirmation and email marketing with Mercury Marketing (if you purchased the Mercury Marketing module).

If you are faxing and/or emailing statements to customers, you must have the fax and/or email address saved for the customer in the customer account. To save a fax number or email address for a customer, access the customer record (through a Customer Search), then enter the information into the Contact Information. To save an email address, type the email address in the E-mail Address field. To save a fax number, select Fax from the drop-down list, then type the fax number in the text field. When you are finished, click Save to save your changes, then click Escape to exit the window.