Automatic assignment of saved contact info for incoming faxes
under review
Kosta Velis
I saved Millennium Health’s two sending fax numbers as contacts because we get faxes from them every day. Also, there are a few insurance payors for whom this would be very important. Incoming faxes still show numbers rather than the saved contact name. Does Fax History support inbound sender-to-contact matching? Also, can I automatically apply the ‘Labs’ tag based on the incoming sender’s number, rather than our receiving number?
G
Grace Kendree
Kosta Velis for further clarification, are you referring to automatically adding tags in Workspaces or in fax history? Workflows are only available for Workspaces.
G
Grace Kendree
updated the status to
under review
G
Grace Kendree
Hi Kosta Velis ! Thanks for the feature request. Fax history does display the contact name when the setting is applied in Account Fax Settings (see screenshot). Our team is evaluating adding this feature to Workspaces as well.
As for automatically applying a tag based on a fax received from a specific number, a workflow can be set up for this. Your account manager will be reaching out to you to help you set up a workflow.
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