Relate Fax objects to your objects:

  1. By default Sent Faxes and Received Faxes objects are related to the standard objects: Account, Contact and Opportunity. These are the only related objects to the faxes out of the box.
    1. You can relate the faxes to other objects by creating a “lookup field” from the sent fax and received fax objects to any other standard or custom object (see step #7 below for more detail).
  2. Once you have relationships ready with any needed objects, you now want to edit the object page layout so that you can modify the visible fields for sent fax/received fax related lists.
  3. For example, go to page layout of the Contact page from Setup (Setup, Customize, Contacts, Page Layouts, and Edit for the page layout you want to edit) or you can go to a Contact record and click the “Edit Layout” link in the top right corner.
    1. Click on Related Lists in the top left area from page layout.  Drag Sent Faxes and Received Faxes down to the related list area if not already showing on page layout.
  4. Click on the wrench icon on the Sent Fax related list.  Add any available fields shown in the related list that you would like to show on the related list layout.  We recommend adding: Sent Fax #, Send Date, Status, Subject, Detailed Fax Status, and Number of Retires.  Then Sort By Send Date Descending.
  5. Then click the Buttons area at the bottom just above the “Ok”, “Cancel” and “Revert to Defaults” buttons.  This will expand the Buttons section.  Move the Available Button “Send Fax” over to Selected Buttons section.  Then also uncheck the Standard Buttons “New” to remove that from the layout so there is only one button visible.
    1. If you have a  need to create manual sent fax records (not common use case), then you will need to keep this “New” button checked so you may add a new fax record manually.
  6. Click on the wrench icon for the Received Fax related list.  Add the fields shown in the related list.  We recommend adding: Received Fax #, Received Date, Status, Preview Fax, Sent Fax.  Then Sort By Received Date.
  7. To relate the fax objects to other objects you need to add a lookup field on the Sent Faxes and Received Faxes object to the object you want to relate to.
    1. Go to Setup, Create, Objects, Sent Fax, then click “New” button under Custom Fields & Relationships section.
    2. Select the field type “Lookup”.  Then select the object you want to Relate to on step 2.
    3. A default field label will be created from the name of the object.  You can override if you want.  Click Next.
    4. Set field level security for which profiles to see the field, click Next.
    5. On Step 5 indicate to add the field to the layout on the Sent Fax Layout.  Click Next.
    6. On Step 6 indicate to add the related list on the related object to see the related list of Sent Faxes there.  Click Save.
    7. Do the same on the Received Fax object.
    8. Then edit the page layout on the object you just related to add additional fields to the related list of the Sent Fax and Received Fax objects like we did for the Contact layout.

 

Add Fax Number fields if needed to other Standard or Custom objects:

  1. The standard Contact and Account objects come with a Fax field.
  2. If you need to indicate a custom field for a Fax number on any object to make it available to the app, just create a custom field on any object with the type “Phone”.  That field will be available in the field configurations for setting up any auto faxing or when sending a fax manually related to that object to select a fax number.
  3. As long as you are sending the fax from an object where there is fax number/phone number value, the sent fax relationship should automatically populate when clicking “send fax” button from sent fax related list.