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Object documentationSend Message Window Locate this document in the navigation structure

 

Use this window to send messages, either by using the information of a contact employee defined in the business partner master data, or entering the address data manually for someone not defined in the system.

After selecting recipients, choose the means – e-mail, SMS, or fax – for sending the message. You can send messages of different types to the same contact employees by making the necessary selections.

To open this window, choose   File   Send   Send Message  , or choose an appropriate icon from the toolbar.

Note Note

  • SMS is available only in Panama and Israel.

  • To send a fax, you first need to install and configure the Microsoft fax service. For more information, see the how-to guide How to Install and Configure Microsoft Fax Services at http://service.sap.com/smb/sbocustomer/howtoguides88.

End of the note.
To

Displays the name of the recipient.
Int. (Internal message)

Enables you to send internal messages to employees and other users defined in SAP Business One.
E-Mail

Lets you send an e-mail message to the recipient.
E-Mail Address

The e-mail address appears automatically if previously defined in the system. The entry is editable.
SMS

Select the checkbox to send an SMS message to the recipient. This option is supported in Israel and Panama only.
Telephone No.

The mobile telephone number appears automatically, if you have previously defined it in the system. You can change the value if necessary.
Fax

Select the checkbox to send a fax message to the recipient.
Fax No.

The Fax number appears automatically, if you have previously defined it in the system. You can change the value if necessary.

Text Tab

Enter any free text for the message.

Data Tab

Choose an existing document or a report and send the message selecting a relevant icon on the toolbar. The Data tab becomes enabled in this case.
Attachments Tab

Lets you:

  • Attach an Excel or Word document, or an image file

  • Display the contents of the attachment

  • Delete the attachment
Save as Distribution List

Lets you create a list of recipients to whom you send messages most frequently.
Add Recipient

Lets you select a recipient from the contact persons list.

More Information

Send Message