Sending a Quick Fax

To send a contact a Quick Fax, you can either click the Icon on the toolbar or go to Write > Quick Fax or FaxAdmin > Quick Fax  You will see the following screen:

Here is an example of the "Quick Fax" screen

Recipient - The "To:" box in the "Recipient" section of the window will be filled out by default with the contact record you were on in ACT!.  If you wish to send to somebody other than this contact, you can either use the Cancel button or use the drop down and choose another contact to send the fax to.  The fax number can also be chosen from the list that is presented.  If these numbers need correction, you must change them from within the corresponding field in ACT!.

Cover Page - From this section you can choose the cover page to use or choose "{none}" if you would not like to send a cover page.  You MUST enter a subject for the fax that is being sent.  Any notes you would like to make should also be entered at this time.

Subject - Here you can enter the subject of the fax that will show up on the fax.

Notes - Here you enter any notes that you want to populate on the body of the fax. IMPORTANT!  You must NOT preview the fax or show the send screen or WinFax will determine you want to enter something different and the end result will be a blank notes section on the outgoing fax.

Quick Fax Options

You can also set Options for your outgoing Quick Fax.  Below is the Options screen for Quick Fax.

Here is an example of the Quick Fax Options window