Handling Faxes
A task that arrives while you're closed will still be waiting for four full days — long enough to survive a weekend, and a holiday weekend. Close Friday at 5:30 PM, an email lands at 5:31 PM, and it's still there when someone starts Monday morning.
Live phone calls and web chats are the exception; their window is much shorter, because someone is on the line right now.
Need a different window for a program or channel? Custom settings are available — contact your Connie account representative or the Connie Care Team. See How Long a Task Stays in Your Queue.
Faxes in Connie are handled almost identically to emails. If you know how to handle email tasks, you already know how to handle faxes.
How Faxes Work in Connie
When a fax comes in, it appears in your Task Queue just like any other task. The only differences from email:
- You'll see a fax icon instead of an email icon in the Task Queue
- The content is typically a document image (PDF or image file) rather than typed text
- Outbound faxes send a document file to a fax number instead of an email address
Receiving a Fax
- A new task appears in your Task Queue with a fax icon
- Click the green checkmark to accept
- View the fax content in the Task Manager panel — it usually appears as an attached document
- Open or download the attachment to read the fax
Sending a Fax
- Click "+ New task" or the compose button
- Select Fax as the channel
- Enter the recipient's fax number
- Attach the document you want to fax
- Click "Send"
Completing a Fax Task
Same as email:
- Select a Disposition (closing code)
- Add notes about the fax and any actions taken
- Click "Complete"
Quick Reference
| Action | How to Do It |
|---|---|
| Accept a fax | Green checkmark in Task Queue |
| View fax content | Open attachment in Task Manager |
| Send a fax | + New task → Fax → Enter fax number → Attach document → Send |
| Complete task | Select disposition → Add notes → Complete |
Related: Handling Emails (same workflow)
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