Defining Recipient Entries

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Phonebook entries are the destinations in the phonebook to which you will send faxes. The types of entries you can add to your personal phonebook include individual fax recipients or groups.                 

 

NOTE: There is no limit to the number of entries in a shared or personal phonebook.         

 

To add a fax recipient to a phonebook, highlight the phonebook folder into which you want to add the recipient entry. Choose New Recipient from the toolbar.

 

Facsys prompts you to define the new phonebook entry.

               

General Information

 

Title, First Name, Middle Name, Lastname, Company, Job Title - Enter the person's personal information in the fields provided.

Display Name This is the name that will display in the phonebook folder. The drop down list gives you the ability to quickly define the first/last or last/first name sequence.         

 

NOTE:You must enter at least a Display Name and a Fax Number for the new entry.

 

Fax/Phone Numbers and Addresses        

 

Business Fax - You can define up to three fax numbers as the person's Business, Home or Other fax. From the drop-down list, select the type of fax number you are entering, and then enter the number in the field provided. . You should enter the fax number in canonical format consisting of three separate entries: the country code, area code and phone number. Spaces and hyphen characters are ignored by FACSys.

       

You must designate one of the fax numbers as the default. When you send a fax to this person, FACSys will use the default fax number.         

Phone From the drop-down list, select the type of voice number you are entering, and then enter the number in the field provided. You can enter a voice number for each of the categories in the drop-down list.

Street, City, State/Province, Zip/Postal Code, Country Enter the person's personal information in the fields provided.

 

Web Information

 

Billing Code -Enter optional billing information for the entry. The billing code you enter here will be tracked by FACSys every time you send a fax to this recipient. Billing information is reflected in the FACSys activity reports generated by the FACSys Administrator.         
Email Enter the person's email address. To send a mail message to this person, click the Send button and FACSys will launch your mail application.

       

Web Page - Enter the person's Web page. To visit the person's Web page, click the Explore button and FACSys will launch your Internet browser.

       

NOTE: Your FACSys Administrator can also assign a billing code to your FACSys user profile.         

 

Work Information

 

Here you can define optional details for the person, including the department, Office and Assistant. This information will be included on the FACSys activity reports generated by the FACSys Administrator. 

 

User Defined Information

 

The optional "User Defined" fields on this tab can be used to help identify your fax recipients. For every recipient, you can enter up to 4 user-defined fields that can be included on your cover pages and in FACSys activity reports. Also, by displaying the "User" column in your Phonebook folder, you can quickly identify your phonebook entries based on the user-defined information. .                 

 

Saving the Phonebook Entry

 

After you enter all required information in the New Recipient dialog box, click the OK button and save the new recipient entry. FACSys saves the new recipient information and adds the entry to the selected phonebook folder.                 

 

NOTE: To organize the fax recipients in a phonebook, you can create subfolders in your FACSys phonebooks.

 

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