A
Ann_YH
I have a simple contacts database in access - I'm in sales.
When making phone contacts I have open a contacts form with a few control
buttons to the side to take actions depending on the call. My most frequent
needs are to:
1. click on a fax button to send a .pdf file with a preset coversheet
that I might want to add comments to depending on the coversation.
2. If I chose e-mail button, then I'd like the .pdf file sent as an
attachment with a pre-set basic e-mail text that I might want to add to also.
Either way, after edits, I'd like to send it while still in my database form
so I can go on to the next call without flopping around to Outlook and my fax
software.
My Fax Machine is the HP OFficejet 7310 all-in-one. I can send a file to
the fax, but haven't figured out how to link in my contact data - name, fax
#, etc.
3. In a perfect world I might want to update my .pdf file which I create
in word and convert to .pdf w/adobe just before I fax or e-mail in case I've
updated any products or prices since my last save. This isn't that often,
but in a perfect world...
Thanks for any help you all can be. I'm a real novice obviously and just
want to work more efficiently, and would think this would be a common need,
but I don't see it answered.
Oh I'm using Office Pro 2003.
I'd appreciate as detailed an explaination as you can give me. I've gotten
this far, I'd hate to have this less useful than I thought after my hours of
effort to create the database and forms and to convert all my current contact
info and import it.
Thanks, Ann
When making phone contacts I have open a contacts form with a few control
buttons to the side to take actions depending on the call. My most frequent
needs are to:
1. click on a fax button to send a .pdf file with a preset coversheet
that I might want to add comments to depending on the coversation.
2. If I chose e-mail button, then I'd like the .pdf file sent as an
attachment with a pre-set basic e-mail text that I might want to add to also.
Either way, after edits, I'd like to send it while still in my database form
so I can go on to the next call without flopping around to Outlook and my fax
software.
My Fax Machine is the HP OFficejet 7310 all-in-one. I can send a file to
the fax, but haven't figured out how to link in my contact data - name, fax
#, etc.
3. In a perfect world I might want to update my .pdf file which I create
in word and convert to .pdf w/adobe just before I fax or e-mail in case I've
updated any products or prices since my last save. This isn't that often,
but in a perfect world...
Thanks for any help you all can be. I'm a real novice obviously and just
want to work more efficiently, and would think this would be a common need,
but I don't see it answered.
Oh I'm using Office Pro 2003.
I'd appreciate as detailed an explaination as you can give me. I've gotten
this far, I'd hate to have this less useful than I thought after my hours of
effort to create the database and forms and to convert all my current contact
info and import it.
Thanks, Ann