Re: How to fax out of Method

Method_Michael — Tue, 01 Nov 2011 17:53:15 GMT

This is great! Thanks for sharing with the Method Community.

-Michael

How to fax out of Method

mlepitt — Tue, 01 Nov 2011 16:34:37 GMT

I am posting this as a solution since I could not find any other post asking how to go about sending faxes from Method. I made a custom field at the customer and vendor record which was the Efax Email. As long as you are signed up for an efax account, you can utilize their services to send a fax via email.

1. Create a custom field for the customer and vendor and enter values for new efax number as 1number@efaxsend.com (i.e. 18002223333@efaxsend.com). I did this by exporting the current fax numbers, compiling in excel and re-uploading.

2. Make sure that efax is configured to send from the email address of the user. There is a five user limit, so I used the default email account during the Send Email action in Method so that it always came from one email address that was in the efax account.

3. Create buttons on records where you would like to fax a report/print for Fax. As part of the action script, you would pull the custom field value you created in step 1 and use that as the "To" address and generate the report the same way you would for printing or emailing. You would want to generate as PDF and attach. It will use the body of the email as the cover sheet and the PDF as the actual fax.

I hope this helps others looking for a solution.

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Re: How to fax out of Method

How to fax out of Method