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How can I use BrokerForce™ with WinFax Pro ?

The following two steps will link BrokerForce™ Vendor, Customer, and Contact tables as WinFax Pro 9.0+ phonebooks:

First Step, Add BrokerForce™ as an ODBC data source

BrokerForce™'s Vendors, Customers, and Contacts tables can serve as phone books for WinFax Pro. To do so, you must first setup your BrokerForce™ data as a system DSN in Windows.

To create an ODBC System DSN for your BrokerForce™ (Access) Database: Click <Start>, <Settings>, <Control Panel>, and <ODBC Data Sources>.

In the ODBC Data Source window, select the <System DSN> tab at top.

Select MS Access Database from the list of User Data Sources. Click <Add> and select Access as a new data source.

For the Data Source Name, enter "BrokerForce™." Under Database... click <Select> and navigate to and choose your BrokerForce™ data set. This is usually "C:\Program Files\DF BrokerForce™\Data\DfBf Data.mdb" Do not use the BrokerForce™.mde file since is doesn't contain any data, just links to the tables.

Second step, open WinFax Pro Message Manager and link BrokerForce™ tables as phone books

Open WInFax Pro Message Manager, right-click the New Folder icon, select <New Phonebook>, and place a dot in the "Link to an Existing phonebook from another program" option.

Enter a phonebook name for the new phonebook, something like "Vendors" would be useful. Click <Next>

Place a dot in the "Other" phonebook type option and click <Next>. Select "Access Phonebook via ODBC", click <Next> and click <Set Information>.

Under "Data Source Name", you should be able to see the BrokerForce™ data source you setup earlier as an ODBC data source. Click <Next> and then select the Vendors table. To map the field names from BrokerForce™ to the comparable WinFax Pro name on the right, click <Automatic>, <Next>, and <Finish>.

For more information consult the WinFax Pro documentation or the Symantec web site knowledge base.

WinFax Pro is a registered trademark of Symantec Corporation, BrokerForce™ is a trademark of DataForce, Inc.

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