Fax

In the Fax tab, the user can store multiple fax numbers for the selected contact. You can reach this page through the Global Contacts, Global Institutions, or My Settings pages.

To add one fax number at a time, click the Add New Fax button, which opens the Contact Fax module.

To edit a desired fax number, click , which opens the Contact Fax module.

To indicate that a fax number is no longer valid, click , which opens the Contact Fax module and enter a Thru Date.

To inactivate a fax number, if the record is linked , then you must go to the source module where the record was created and click the Inactivate button. The source modules include Global Contacts, Global Institutions, or My Settings.

Fax numbers are displayed under Primary, Current and Not Current categories. There can only be one Primary fax number and this also is managed on the Contact Fax module.

From the Global Contacts module, additional information is available on the Contact, Status, Memo, Address, Phone, Email, Calendar, Custom Fields (if defined), Login, Data Access, and Projects tabs. Click Save to return to the Contact List page.

From the Global Institutions module, additional information is available on the Institution, Status, Memo, Address, Phone, Vendor, Custom Fields (if defined), Data Access, Contacts, and Projects tabs. Click Save to return to the Global Institution List page.

From the My Settings page, additional information is available on the Contact, Address, Phone, Email, and Calendar, tabs. Click Save to return to the My Settings page.