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How do you work with communications?

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The following table shows the menu structure for the Communication tab:

 

Group

Command

Action

Messages

All messages

List of all messages stored in the system.

My messages

List of only those messages linked to your login name.

Communications

Send email

Send an email to a desired company or contact.

Send fax

Send a fax to a desired company or contact.

Send SMS

Send an SMS to a desired company or contact.

Merge email

Re-use an existing email.

Merge fax

Re-use an existing fax.

Merge SMS

Re-use an existing SMS.

Send letter

Send a letter to a desired company or contact.

Merge letter

Re-use an existing letter.

Templates

New email template

Create an email template for re-use.

New fax template

Create a fax template for re-use.

New SMS template

Create a SMS template for re-use.

All email templates

List of all email templates stored in the system.

All fax templates

List of all fax templates stored in the system.

All SMS templates

List of all SMS templates stored in the system.

New letter template

Create a letter template for re-use.

All letter templates

List of all letter templates stored in the system.

Target lists

New target list

Create a new target list.

All target lists

List of all target lists stored in the system.

 

 

This section addresses the following questions:

 

How do you view or edit already created messages?
How do you view messages associated with your account?
How do you send an email?
How do you send a fax?
How do you send an SMS?
How do you send a letter?
How do you merge email?
How do you merge fax?
How do you merge SMS?
How do you merge letter?
How do you create a new email template?
How do you create a new fax template?
How do you create a new SMS template?
How do you create a new letter template?
How do you view or edit existing email templates?
How do you view or edit existing fax templates?
How do you view or edit existing SMS templates?
How do you view or edit existing letter templates?