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
, or choose an appropriate icon from the toolbar.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.
Displays the name of the recipient. |
Enables you to send internal messages to employees and other users defined in SAP Business One. |
Lets you send an e-mail message to the recipient. |
The e-mail address appears automatically if previously defined in the system. The entry is editable. |
Select the checkbox to send an SMS message to the recipient. This option is supported in Israel and Panama only. |
The mobile telephone number appears automatically, if you have previously defined it in the system. You can change the value if necessary. |
Select the checkbox to send a fax message to the recipient. |
The Fax number appears automatically, if you have previously defined it in the system. You can change the value if necessary. |
Enter any free text for the message. |
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. |
Lets you:
|
Lets you create a list of recipients to whom you send messages most frequently. |
Lets you select a recipient from the contact persons list. |