Fax: Bring back, or add additional fields to customize fax cover sheets

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  • Idea
  • Updated 9 months ago
  • Implemented
  • (Edited)
With the new desktop app, I cannot see how you can fill out a cover sheet.  Other than filling out the number your faxing to, there's no place to fill in the "To" or "Company" etc.
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Robin

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Posted 5 years ago

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Regina

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Yes- I have to use "Fax Out" from the website (long story about why the Soft Phone no longer works for this) and there is no way to edit the cover page.  It looks like it will grab the info from your User Information, but I do not like having my Name and phone number on outgoing faxes as this is not what should appear to the general public.
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Regina

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Almost there on the fax sheet edit capabilities.  Could you please add the ability to remove or edit the name in the header at the top of the page?  We do not want our agent names listed here.

Thank you.
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Jay

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Or at the least default it to {Sender Company} instead of {Sender Name}.
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Duke0486

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This reply was created from a merged topic originally titled New Feature Requests for RingCentral for Desktop.

Hello,

When faxing using RingCentral for Desktop, RingCentral's pre-loaded cover sheet options auto-populate the "number of pages including cover sheet" field.  However, I prefer using a custom cover sheet and the current RingCentral for Desktop app version will not auto-populate the "number of pages including cover sheet" field for a custom cover sheet.  Please add this capability! 

Also, if I'm sending a fax to a number (opposed to someone in my contact list) it won't auto-populate the recipient's name on the cover page.  From time to time when I know I'll only be faxing someone once, I don't want to take the time to add them to my contact list or clutter my contact list with entities I only fax once.  In such instances, I'd like to manually enter the recipient's name.  Similar to the format in the old softphone, please create a "Recipient's Name" field above or below the "To" field, where it can be populated manually.

Thanks!
Scott
This reply was created from a merged topic originally titled Info does not show up on fax cover sheet..

I downloaded the updated Ring Central for Windows. When I send a fax the "To" field on my cover sheet is blank. I talked to technical support and was told for the recipient's name to show up I must add then to my contacts first. If I'm sending a one-time fax and will never send to that recipient again, why don't you add a field so I can just enter the fax number on the Send Fax screen, like the old system allowed?  This extra step is time consuming and needs to be addressed soon. If not, I may start looking at other internet fax companies.
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Lu

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Also have problems with the new app - can't change the company phone number between our local and our 800# on the cover sheet depending on the recipient and can't print automatically to our network printers - they don't display and I can't find out how to add them.
Mike,
I started this thread back in February. I've requested the updated version 7.1.1 twice but still nothing. Please - when will this be resolved?
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Mike, Official Rep

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Hi Clerk Village of Barneveld , 

What version are you on right now? If you go to Settings > About > Check for Updates,  button  it should give you v 7.2. 

Mike
It is 7.0.5.11608. A check for updates says it is up to date.
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Mike, Official Rep

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Ok, watch your email. I'll be sending you a link shortly. 
Thanks. The problem seems to be solved.
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Mike, Official Rep

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Great!  Thanks for the follow up! 
I replied that it the update is working ok but I still don't see where to enter recipient info on cover sheet (other than fax no.).

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Mike, Official Rep

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Which method are you using to send the fax?  RC Desktop, Email, the online account? 

If you are using the RC Desktop, it will auto-fill from your contacts list.  You do always have the option of creating a custom cover sheet.  This thread may help you out: How can I customize, or remove fields from the fax cover sheet?
I use the Desktop. The whole idea of wanting extra fields for recipient info is most of our faxes are one-time-only and it would be a waste to time to add them to a contact list. Can't I do this without creating a custom cover sheet?
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Mike, Official Rep

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There are several of ways to handle something like this.  You may want to create a template using MS Word or Excel for your cover sheet and just save it to your computer.  Then in the RC Desktop app, turn off the "include cover page" switch.  Then fill out the Cover Page template on your computer, add it to the fax as an attachment, followed by another attachment for the main fax. If you use this method it would be equally easy to send faxes from your email client as well. 

this won't put the loan number on every single document that I fax out. It cannot only be on the cover page-it has to be on EVERY SINGLE page
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Mike, Official Rep

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Hi Nathalie Kokott Ryczek, I realize you have a different issue. The suggestion above was for Clerk Village of Barneveld 
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Brian Seekon

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This reply was created from a merged topic originally titled FIX THE COVER PAGE PEOPLE!!!!.

You computer nerds royally screwed-up when you decided to remove a portion of the software that worked perfectly fine.  What good is faxing when you can't even manually enter information into the fax cover sheet?

The reason I'm so frustrated is that I have not heard one single thing from RingCentral in regards to fixing this F-up.  Unlike every other corporation out there today, just tell your clients that you screwed up and you're going to fix it.

Thank you.

-Brian
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Tom Rennich

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This reply was created from a merged topic originally titled Custom Cover letter fields.

Looking for a the "Number of Pages" field so that we may create a set of truly unique Cover Letters for our companies. Thought {Number of Pages} might work - but alas, it does not.
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Daniel Mann

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We tried {Total Pages}, which was the field name used in the .r0c coversheet files from the previous softphone version 6.x. Unfortunately that didn't work in the new .docx coversheet template either. Neither did a couple of guesses, {Pages} and {Page Count}.

Please do post back if you figure this out... and RingCentral support, if you can tell us how to add a "total number of pages" count into a custom fax cover sheet, please do!
(Edited)
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Mike, Official Rep

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Hi Daniel,  Thanks for this post. I do think this would be a nice feature.  I realize it's sometimes hard to tell what the actual number of pages is because different file types and formats can affect the final fax.  This thread does get a lot of attention by our Product Team so hopefully this is something they can/will add in the future, but there's no ETA at this time. 

Mike 
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Daniel Mann

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Mike,

Thanks for the response. Just a reminder: this feature was available in the previous version of your RingCentral SoftPhone's fax cover page. We're not asking for a new feature or enhancement, just to restore functionality that our team has used for quite some time and was removed in the latest version.

Thank you,

Daniel
(Edited)
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Mike, Official Rep

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I understand, from a development standpoint, it's considered a new feature since the RC Desktop and Legacy phone are different pieces of software. None the less, I/we understand the importance of having this feature.   Thanks

Mike 
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Robinson

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Any updates on this field by chance? 
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Glenn Kurtzrock

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It's been three years since this was requested and it still doesn't exist - any chance of anyone adding it any time in the near future??
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Jared, Alum

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Hi Glenn,

The original feature request has been implemented. If you are looking for something different, please fill out a new feature request.
(Edited)
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edsager

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No, it has not been added.
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Emery

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This reply was created from a merged topic originally titled Add destination name to outbound fax?.

We still use the old softphone because it let you enter the name of the party you are faxing to. This is important because we fax to many different places at one time, and a fax may come back unsuccessful. The name helps us identify which fax didn't go through. However, the new desktop app does not let you add a destination name. Also, we found that recently even with the old softphone, our confirmation emails no longer show the party name we typed in--only the phone number. This means we have to go look through all the faxes we sent, and match fax numbers with names to figure out who's fax didn't go through.

How do we get the email fax confirmation to include the name of the receiving party again? How do we get this feature added back in to the new desktop app?

Thanks.
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Daniel Mann

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We have the same issue with the recipient name no longer appearing in the sent fax status notification email. This causes our staff additional time and labor to investigate failed faxes so they can re-send them. It does not seem to matter whether the softphone version version used is 6.x or 7.x - the name is missing from the email in both cases.

I opened a support case about this issue and am still waiting for a fix. If I get something useful back I'll post it here for you as well.
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Daniel Mann

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RingCentral Tier 1 support finally escalated the case to Tier 2 after several days. Tier 2 support responded as follows:

"I would to inform you that we are aware about this request and it's currently being worked on by our engineering team. An internal product tracker: UIA-42204 was already created about this issue and your account will be tag on the said tracker for consolidation.

I will be endorsing your case to our Tier 3 engineers for proper tagging.

Thank you for choosing RingCentral as your communications provider and please bear with us while we are working on addressing this concern."

Tier 3 support then responded:

"Please be advised that this is known issue with the programming and our engineers are still working on this issue. We will advise as soon as we hear back from them."

Note: the support case disappeared from our view when it was escalated. I can no longer view or update the case with comments or attachments in the support portal.
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Mike, Official Rep

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Daniel, depending one what level and department the cases get escalated to they sometimes are not view-able.   Our Product Team continues to work on adding more features and functionality.  The post by Kim below shows the most recent changes which as of this date is  version 7.1.1. 
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Emery

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Thanks for moving my post to the cover sheet section, but I have to emphasize that this is NOT a cover sheet issue for us, as we do not use cover sheets. In fact, is there a way for the new app to default to "NO" on the cover sheet? I find myself having to remember to click "no" every time, else a cover sheet goes out on top of our cover sheet, which looks unprofessional.

Our internal software automatically generates cover sheets which have very specific info on them, such as legal disclaimers, the name of the receiving party, claim number, etc. Having to manually type all that stuff onto an RC cover sheet would be very time consuming, so we need to be able to permanently turn off the RC cover sheet function.

Thanks.
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Mike, Official Rep

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Hi Emery, sorry for the confusion. I moved the post here for more visibility, but it is indeed different than the main topic.  If you would like to create an actual "idea" topic follow the steps here: How do I submit a request for a new Idea or Feature?
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Regina

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Hi Emery,
In response to your question, I researched and found that April 10 was the last day that the "TO:" appeared in the email responses we received for a "Sent" fax.  Looks like RC made a change since then.
However, the emails we receive regarding failed faxes still list the "TO:" name.
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Kim, Alum

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Version: 7.1.1 had this updated. It was removed and is being put back soon. 

*** For the Idea to Include the # of Pages please see VOTE  HERE: ***




Also, select "Cover Page" and add a custom Cover Sheet. 

(Edited)
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Duke0486

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Hi Kim,

Thanks for the updates!  A few follow up questions:

  1. In the first screenshot, am I correct to assume that the new "Recipient Details" fields can be used if one is simply entering a fax number in the "To" field (rather than selecting a saved contact)? 
  2. Any word or update on being able to auto-populate the "number of pages including cover sheet" field for a custom cover sheet?  Currently, there's no way to do this on a custom cover sheet.
  3. I just opened my RingCentral for Desktop (Windows version), went to Settings then "About".  It says my current version is 7.0.5.11608.  When I press the "Check for Updates" button, I am told that my current version is up to date.  This is clearly not correct, as you mentioned current version 7.1.1 above.  Any idea how to fix?
Thanks!
Scott
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Lu

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I can't update either - have been waiting for this fix.
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Mike, Official Rep

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Lu,  Check your email.  I'll send you a link that should allow you to update to 7.1.1
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Duke0486

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Mike,

Please email me the link that will allow me to update to 7.1.1. (Windows version) as well.

Thanks!
Scott
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Mike, Official Rep

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Just sent it to you Duke0486
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Kim, Alum

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Scott,

The new softphone is released to our customer base in waves.  It can take a few weeks for it to get pushed to all of our customers.

Were you able to download the new softphone that Mike emailed you?  

No update on auto-populate the "number of pages including cover sheet" .. under the softphone settings please "select feedback" and send that request in.  

Kim
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Duke0486

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Hi Kim,

Yes, I was able to download the new softphone Mike email me. All set there!

I'll send the feedback you mentioned.

Thanks!
Scott
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Peggy

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Our office prefers the email to fax, love the service, BUT really need to populate the fax cover sheets with our local phone and fax numbers!!! We are a "fax heavy" office dealing with confidential information, we need to be able to customize not only our numbers fields but add our confidentiality message. Doesn't seem like that feature should be so difficult to implement.......
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Christine Cobb

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This reply was created from a merged topic originally titled Softphone vs Desktop App.

The new desktop app is virtually worthless to send faxes using the Fax Editor which it does not have. The beauty of Softphone was that you could attach a PDF and put signatures anywhere with the stamp. Then it saved the transmissions in a folder on your computer so you had a record of them accessible in the Inbox window. Basically for me, the new desktop app does nothing for me and I had to get technical support to load it on my new computer. Otherwise I would have to find a different service.
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john lambert

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They have taken away 2 of the features that we use the most for our business. Receiving the Name in the sent confirmation email and the messages feature where we could go see what was sent etc without having to login online. Please fix this as we are looking for another service unless this is fixed
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Mike, Official Rep

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new topic

Please reference the new conversation here: Recipient name in fax confirmation
(Edited)
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Michael Savage

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This reply was created from a merged topic originally titled how to add number of pages to custom fax cover page in new softphone?.

how to add number of pages (field) to custom fax cover page in new softphone so that the number of pages autofills?
This reply was created from a merged topic originally titled Need customizable fax header added to RC Desktop..

For my business-I need the header added to outgoing faxes for the new windows ringcentral system. If they can't add this-I will need to find another system to use.
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JP

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This reply was created from a merged topic originally titled Custom Cover Sheets located at top of list, rather than bottom.

Need to have the Custom Cover Sheets that are user created placed at the top of the list of cover sheets, rather than at the bottom (below all the ones that come with the app) as many of us use multiple cover sheets. I never use any of the default cover sheets that came with the app, I work for multiple agents and each fax that is sent has the contact information of that agent rather than it being the same each time. For example: I may send 5 faxes in a row, yet each one is for a different agent, thus has different contact information on the cover sheet.

Thanks for you consideration in this implementation.

If the user is unable to remove the cover sheets the app comes with at least give an option to hide them when they are not used.  :)
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Luis Uribe

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This reply was created from a merged topic originally titled Fax Cover Page Settings.

Can you please add a feature to edit the Fax cover page to the information we want it to show and not what is registered with RingCentral? i.e. I do not use my RingCentral Fax #, I have my own. I don't want to be doing a custome cover page each time a send a fax. This feature was available in the previous version of Soft phones.
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Arshkit Dullat, Alum

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Official Response
Thanks for the responses. We are going to bring the ability to add/edit recipient and company info in a future release by introducing a new fax template. 

Regards, 

-Arshkit
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Steve Ashley

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This reply was created from a merged topic originally titled Fax: Coverpage To: & Department: fields missing - Bring them back!.

All of the fax coverpages built into the Ring Central for Windows programs have had the To: and Department: fields removed.  When you send a fax using the built in coverpages, these fields are left blank.  I'm told by RC support that the only way to fill these in now is to add each person you're faxing to your contact list.  That is a ridiculous suggestion as it would fill my contact list with useless contacts that were only used to fax something to one time.  Please put the ability to fill in the To: and Department: fields on the built in coverpages.
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Peter Keros

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At least you got an answer. My technician basically gave me a shrug.
(Edited)
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Mike, Official Rep

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Peter, do you have a case number we can follow up on? 
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Steve Ashley

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04287304. Thanks!
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Mike, Official Rep

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Steve, for your issue, the Product Team is working on bringing this back. See Arshkit's official response above. 
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Steve Ashley

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Do we have any idea when this will be done?  
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Mike, Official Rep

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Sorry Steve, we do not have an ETA. 
This reply was created from a merged topic originally titled New Softphone Feature.

The new Softphone version is inferior to the old software.  The new version does not allow a company to enter the recipient name and company name, only the phone number.  Please bring this feature back or give me back the old Softphone version.
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Kim, Alum

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Coming in 8.1.1 







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Yolie

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I'm still having difficulty understanding why the template can't be created with all the basics...From, To (without having to add them to the contact list), Date, SUBJECT, number of pages, Note...  
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Michael Savage

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I don't understand why they still are not including # of pages on fax cover page at least what i see here they are not included in the actual body. As far as i know they were always in the header.
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Jasmine M, Employee

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  1. Account type: Office 2 line
  2. A brief description of the business : not discussed
  3. A high level description of the product or feature being requested: edit the "company phone number" field. currently, it appears on the fax cover page, but it always selects the main company number. customer would like it to reflect a different number on the same account.
  4. A typical use case scenario explaining how your business would use the feature: in the user's fax cover page area, there would be a "company phone number" o ption that you can press "edit" for so that you can select a different number on the account. 
  5. Benefit of such feature: ease of use. sometimes customers have different office locations that may have its own direct number that they would prefer to have it reflect instead of the main account number.
  6. Include any related case number if applicable: 06915157 
  7. Number of Users and/or Digital Lines: 13 extensions / 11 digital lines
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Dan Schneiderman

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Perfectly stated.  Thanks!