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Email Features and Benefits Send Purchase Orders as Email attachments directly from FACTS -- even from a dumb terminal! Email copies of Past Invoices to your Customers as easy as printing them Email Sales Reports to remote salespeople as text files 2 Description (continued)

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Features and Benefits

  • Send Purchase Orders as Email attachments directly from FACTS -- even from a dumb terminal!

  • Email copies of Past Invoices to your Customers as easy as printing them

  • Email Sales Reports to remote salespeople as text files

2

Email


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Description (continued)

  • The FACTS Email module provides the FACTS user with the capability of sending emails of FACTS reports or documents directly from the FACTS print routine. The document automatically becomes an attachment to the email.

  • Emailing from your computer is as easy as printing a report to a printer. The email device is treated as a system printer. When the Email option is selected as the output device, the system will display the default user information and prompt for the recipient information on the Email Information Entry screen. The Email can be sent and/or copied to up to 9999 recipients. The printout is stored in a temporary file and then attached to an email with all the recipient email addresses included.

  • The documents that are attached are in the form of a text (.txt) file. However, with the addition of the UnForm module for FACTS, it is possible for the attachment to be an Adobe Acrobat (.pdf) type file. Adobe Acrobat files contain all of the UnForm enhancements so they look just like the form printed on a laser printer.

Email


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Description (continued)

  • There is also an Auto Email function built in. Certain programs (Purchase Orders, Invoices, Past Invoices, Return Authorizations, etc.) can automatically check when printing a document to see if there are any Email addresses on file that would normally receive that particular form for that customer/vendor. If so, it can automatically select the proper email addresses, add a subject line consisting of the document type and number, and automatically send the email without any further user intervention.

  • FACTS Email will operate on FACTS 6.6, 7.0 and 7.1. On UNIX and NT systems and on dumb terminals as well as PCs. However, the FACTS system must have TCP/IP networking setup and be able to communicate with the SMTP email server. The email server may be in-house or hosted by an Internet Service Provider.

Email


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Demonstration

Any report or form in FACTS can be Emailed.

Click on “Order Status Report”.

Email


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Demonstration (continued)

Select the printer to send the report to.

Click on “Print Options”

Email


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Demonstration (continued)

Access the drop down list of available printers.

Click on the down arrow button.

Email


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Demonstration (continued)

Select the Email Printer.

Click on “OK”.

Email


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Demonstration (continued)

The Email Entry screen appears. The User, From Email Address and Attachment Format defaults in. These values can be changed.

Click on PDF to continue.

Email


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Demonstration (continued)

Multiple Email Addresses may be entered. Each one is identified as a “To”, “CC” or “BCC” type of address.

Click on “To” to continue.

Email


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Demonstration (continued)

Enter the Email Addresses next. There is a search available.

Click the binoculars to open a search window.

Email


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Demonstration (continued)

Searching is available by Customer, Vendor,

Company Name, Email Address or Contact Name

Select the Email Addresses you want to send to.

Click “OK” to continue.

Email


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Demonstration (continued)

Addresses can be: To, CC, or BCC Types.

Detailed message text can be added to the Email.

Click the “Message” button to add a message.

Email


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Demonstration (continued)

Enter your message.

Click “End” to finish the message entry.

Email


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Demonstration (continued)

When you are ready, click “Send” to send the message.

Email


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Demonstration (continued)

The Email gets submitted to the Email Server and is sent to the recipients.

Email


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Demonstration (continued)

The message is sent.

Several seconds later at the recipient’s PC, the following Email would appear (go to next slide).

Email


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Demonstration (continued)

Email is received by the recipient in their Inbox.

Click on the message to view the detail.

Email


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Demonstration (continued)

Auto signature is automatically added by FACTS Email.

The report or form can be sent as a Text TXT file or an Adobe PDF file.

Click on the attachment to view the report.

Email


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Demonstration (continued)

The recipient views the report or form in Adobe Acrobat for PDF files (or in Notepad/Wordpad for TXT files)

Email





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Contact Us

For additional information, contact:

Bill Briggs

bbriggs@earnestassoc.com

888.766.6076

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