Using Contact Groups

A Contact Group is a predefined list of contacts that can be used as a standard distribution when creating outgoing mail. Contact Groups are setup via the project Address book using the More button.

To use Contact Groups when creating outgoing mail:

  1. Select To. This opens the “Select Recipients” window, then click Contact Groups. A list of available Contact groups will be displayed in the grid.

  1. Click on your contact group from the left of the screen.

  1. The values for TO, and CC will be populated based on the contents of, and settings for the Contact Group.

  • Contacts within a Contact Group can be pre-defined as TO or CC values or a single section if the Contact Group was setup with None as a Distribution.

  • To modify the distribution for an outgoing mail after selecting it via a Contact Group, use the standard arrow buttons to remove or add additional contacts.

  • You can add Contact Groups to a mail item using the To or CC fields. Just start entering the Contact Group name and use the auto complete feature.