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Object documentationSend Message Window

 

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 Start of the navigation path File Next navigation step Send Next navigation step Send Message End of the navigation path, or choose an appropriate icon from the toolbar.

Note Note

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/howtoguides88Information published on SAP site.

    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.
    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