You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Max Classic to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax. The system will email a confirmation message to this account after each fax is sent.
Send a Fax to a Single Contact
- Send a fax to a single Contact. While viewing a contact record, click the Select an action drop-down and click Send a Fax.
- Choose from the following options:
- Select a system template from the drop-down to use a fax from your template library.
- Select a document from the uploaded document drop-down.
- Click on the Process button to send the fax immediately.
Send a Batch Fax to a Group of Contacts.
- Go to Marketing > Email & Broadcasts in the main navigation menu
- Click on the Fax option
- Select the people:
- Saved Search: Select a list of contacts from the dropdown. If you frequently broadcast to a specific list of contacts, you should create a saved search for that list.
- New Search: Click on the new search link to create a new list of people. This list is temporary. It is not going to be a saved search.
- Quick add a new contact: Add a new contact if you find someone missing from the saved search or new search lists.
- Import a list of new contacts: Import a new list if the contacts you need are not already in Max Classic.
- Click on the Next button
- Upload a file attachment (such as a pdf or word document) and select it from one of the Attachment drop-downs. If you have previously created a Fax Template, click the Pick an Existing Fax link.
- Click on the Send Test button to send the fax to yourself. Note: You must have a valid fax number in your user record. Fax fees will apply
- You must have permission to send fax broadcasts to a business. Click on the Acceptable Use Policy link to read the policy, then mark the checkbox to confirm you are in compliance.
- Click on the Next button
- Go to Marketing > Reports > Fax Batch Status to view the status of your fax