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OK... One at a time I guess.
First. I don't see a prolem with linking a fax to a contact's activty. But let's define what type of "fax" you really mean. My understanding is when you "fax" someone from Outllook 2007, it is just a glorified email (if you know what I mean). Outlook treats it like an email, but sends it from the "Fax Mail Transport" account that you set up as an email account under "data file management" already. If that's how you are using Outlook to fax something to someone. The way I do it, is start typing a new email and then specify it to by sent using my "Fax Mail Transport" mail account. My modem starts up, dials, and done. The short answer is... if you can link and email to a contact... you can link a fax (that you send in Outlook) to a contact. I actually don't link stuff to contacts, but I think I should look into it to check it out.... If you are talking about linking a fax to a contact when you use "Fax and Scan".... I don't think you can do that. As far as using "Word" as the fax editor. Not quite sure what you mean here. Do you mean you want to use "Word" in "Window Fax & Scan" as the editor? I don't think you can do that one either. Let me know how you made out. I use BCM too recently as a contact management tool and I was looking into (researching) the potential to customize the "contact" and "opportunities" forms to better fit my business. "Zack" wrote: Hello: This topic is of great help. Can I link a fax to a contact's activities? I have Outlook 2007 with BCM. I would like to link the fax sent to the account/contact details. Also, it would be nice if I can use Word as the Fax Editor. Are these functionalities available in Vista\Office 2007? Zack San Francisco "mjp" wrote: OK, got it going. Works NICE.... The one thing you forgot to mention was to start Outlook 2007 in administrator mode to get the "Fax Mail Transport" email going. Searched for "Fax Mail Transport" on the Web and pieced what you were saying and other web sites. Much appreciation. Thanks again for your responses and insite. Happy Holidays.... Mike P. "Hal Hostetler [MVP-P/I]" wrote: The Fax service is Windows Fax and Scan, which you should already have with Vista Ultimate. Outlook set itself up as the default contact manager for WF&S when you installed it. To add the Fax Mail Transport to Outlook, 'Tools|Account Settings|Email tab|New|Other|Fax Mail Transport'. Hal -- Hal Hostetler, CPBE -- Senior Engineer/MIS -- MS MVP-Print/Imaging -- WA7BGX http://www.kvoa.com -- "When News breaks, we fix it!" KVOA Television, Tucson, AZ. NBC Channel 4 Still Cadillacin' - www.badnewsbluesband.com "mjp" wrote in message ... Hello Hal, I think I have to expain it a little better. I understand the "To:" field that has my Outlook contacts. From there I can select a fax recipient. Do I need to set up a fax service? I don't think I want to go this root... added expense. I'm a little confused with start a new message and select the "Fax Mail Transport" as the account to use to deliver it." Do you set that up a new email account? I know how set up a new email account in Outlook, but I am a little confused on the settings to select. I have an internal modem and wanted to do the faxing. Thanks "Hal Hostetler [MVP-P/I]" wrote: Yes. I have Office/Outlook 2007 running on Vista Ultimate and clicking the To: field on a new Fax message shows me Outlook contacts. I can also start a new email message and select the "Fax Mail Transport" as the account to use to deliver it. Hal -- Hal Hostetler, CPBE -- Senior Engineer/MIS -- MS MVP-Print/Imaging -- WA7BGX http://www.kvoa.com -- "When News breaks, we fix it!" KVOA Television, Tucson, AZ. NBC Channel 4 Still Cadillacin' - www.badnewsbluesband.com "mjp" wrote in message ... Is there a way to fax to a contact in Outlook 2007. I have Vista Ultimate. I think what I'm trying to do is set up Outlook 2007 to fax throught Windows Fax and Scan. Thanks for any help... |
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