JamesSanford
Fri Jun 09 09:58:02 CDT 2006
Ok, I have a long term fix, and a short term fix for you.
1) Quick Fix: I did an advanced search to determine the 8K Leads we wanted,
customized the view to have only the first,last and fax number.
2) I exported those names
3) I opened Outlook, clicked on Contacts, and created a second group called
"Fax Leads"
4) I imported the contacts into that list, and made that a public folder.
5) I quit Outlook
6) I opened the 1 page word document we wanted to fax, and choose Print, and
in the Wizard, had the option of picking a Address Book. Under Outlook, the
public Fax Leads showed up with all the contacts. You'll have to shift click
to select them all and then Click the "Fax To" to get them in the big list.
Now I know that sounds intuitive, but any variation of that doesn't seem to
work quite right (only a few get added, or 1 gets added---you'll see what I
mean).
7) Fax Away!
8) Then I realized the customer BOUGHT the leads lists, and the fax numbers
didn't have a 1 in front of them. The SBS Fax software is VERY picky, and
NONE of the Area Code Settings worked. This may not be an issue for you, but
I had to follow this
http://support.microsoft.com/?kbid=198138 and redo steps
4 on.
The downside is that this doesn't get stored in the history.
Long Term
I'm working on a workflow that walks through the activities and does it in
the background. We were in a hurry, and it was more important to get the
faxes out...
James Sanford
"CRMER" wrote:
> I am having the same problem. I cannot figure how to send multiple fax from a
> marketing list without the individual activity send. Help here ...
>
> "James Sanford" wrote:
>
> > Ok, I've got a customer that wants to fax blast to a group of their leads...
> > I have everything working fairly well with incoming and outgoing 'single'
> > send faxes....
> >
> > My question is...I can't for the life of me figure out how to create a quick
> > campaign or campaign that will take my marketing list and fax to all of them
> > instead of creating xxx number of Activities to do for the user (opening each
> > 1 and clicking send)... There has to be a better way...
> >
> > Any ideas?
> >
> > thanks,
> >
> > james