Inbound Fax Storage

dfredrick

Has anyone integrated INBOUND faxes (electronic faxes) with Navision? Essentially, I'm trying to tie a customer fax to an order with as minimal manual saving/attaching as possible. We are using myFax electronic faxing which sends the fax via e-mail to the user, with a PDF attachment. I want to associate that PDF (and possibly the e-mail itself) to the order. Key to this will be opening the attachment one year from now...

Thanks in advance,


Drew

nunomaia

Users asking to store faxes and other images associated with orders it’s common.

You can store the attachment and the e-mail has a blob field directly in the sales order, or if you want a better performance a less flexibility you can store the attachments as a link.

dfredrick

I'm trying to avoid multiple file saves, imports, etc. Is there a way to do this without having to import files (e.g. drag and drop)? If we leverage Exchange, is there a way to link to the e-mail without saving/importing?

Just looking for the least-click options...

Thanks,


Drew

nunomaia

If the e-mail is send by NAV it’s easy to link.

If you use an external e-mail client such as outlook (includes exchange use) you can extract the info to Navision. For example you can create a button in outlook to export e-mail and attachment do Navision.

dfredrick

Thanks... the e-mail would be coming from the fax server, not Navision. I like the option of adding a button in Outlook to export into Navision... We'll look into that. Any suggestions/help on that front would be greatly appreciated (we're a small shop).

Many thanks for the ideas.


Drew

nunomaia

For example in http://www.outlookcode.com/d/comaddins.htm you can see outlook add-in creation.

Create an outlook add-in that exports the e-mail and the attachment. You have the option to import automatically using the NAS and the MQ, or using export in outlook and the import in Navision.