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Mail

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Imagine not having to stand at the fax machine while you send quotes, order acknowledgements, and invoices to your customers. For example, in the Sales Order Entry window you can choose File, Send and a pop-up box will allow you to send the quote or order acknowledgement to the ordering contact, ship to contact, bill to contact and/or to the sales rep. You can fax it to some and email it to others. That’s a typical example of the power of the Mail module.

The most common way to implement this functionality is via a Carillon supplied Windows server-side process that interfaces to Microsoft Outlook and Microsoft Exchange on the server.

GFI FAXmaker for Exchange is the recommended fax server plug-in for Microsoft Exchange. This allows most facilities to have only a single fax server modem and single fax server phone line rather than fax modems/lines for each workstation.

For emails, the forms/documents are sent as Adobe Acrobat (PDF) attachments.

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