Creating and Editing E-mail Distribution Lists

Use the To Distribution List screen to manually create and edit a distribution list of multiple e-mail addresses. Use the manual method of creating an e-mail distribution list when you have a group of recipients who do not have any parameters in common such as file name, or e-mail type. For example, you can create a distribution list based on recipients who are in the plumbing or heating industries.

Keep in mind that once you add an e-mail address to a distribution list, the only place you can edit it is on the To Distribution List screen.

You can use the distribution list in any of the following e-mail fields:

Note: You can enter and edit information in any e-mail address field, however, the system does not let you advance if you have entered an invalid e-mail address.

You can enter e-mail addresses either by using the Dist List hot key or by entering e-mail addresses manually. The system accepts either commas (,) or semi-colons (;) for entering multiple e-mail addresses.

To create an e-mail distribution list:

  1. From the System > Custom > Add-on Products > Outbound Email menu, select Email Send to display the Send E-mail screen.

  2. Use the Dist List hot key to display the To Distribution List screen.

  3. In the Email Address column, enter the e-mail address for the individual.

Note: The system does not accept e-mail addresses that do not include the @ (at) symbol.

  1. In the Recipient column, enter the name of the person associated with the e-mail address.

  2. Repeat steps 3 and 4 until you have listed all the e-mail addresses needed.

  3. To save the list, use the Save hot key and do one of the following:

  4. Press F10 and select from a list of distribution list names.

  1. At the prompt, type a name by which to identify this list and press Enter.

The name of the list appears in the upper left corner of the screen.

  1. Press Esc to display the Send E-mail screen.

The word *Multi* displays in the To field, indicating that a distribution list has been selected.

  1. Do one of the following:

To edit an existing list:

  1. From the System > Custom > Add-on Products > Outbound Email menu, select Email Send to display the Send E-mail screen.

  2. Use the Dist List hot key to display the To Distribution List screen.

  3. Use the Recall hot key to display the Recall List prompt.

  4. Press F10 and select a distribution list.

  5. Edit the list as necessary, using the Tab key to move between the columns.

  6. Use the Save hot key to display the Save list as prompt.

  7. At the Save list as prompt, do one of the following:

  1. Press Esc to exit the screen.

The Send E-mail screen displays with the word *Multi* in the To field, indicating that a distribution list has been selected.

  1. Do one of the following:

  1. Press Enter.

See Also:

Outbound E-mail Overview

Sending E-mails