Creating a Contact Distribution List

Creating a Contact Distribution List

Introduction


How to create a distribution list of contacts for issuing in CMap-PIM.

 

Contact Distribution List

 

If you have a specific list of contacts that you wish to issue to over and over again, you can save these contacts into a distribution list.
 

The distribution list can then be chosen during the issue process and all contacts in the distribution will be added to the recipients list.

 

Project Contacts


Using the sidebar menu, navigate to the Project Contacts page. Once there, click the Distribution Lists tab.

 

 

New Distribution


Once on the Distribution List page, to create a new distribution list click New Distribution.

 

 

Provide Information

 

Provide a title for your distribution, and an additional description so other uses can identify the distribution.
In the recipients panel, search for all the project contacts you wish to add to your distribution list.
When you are ready to save your distribution list, click Create. To remove a selected contact from the distribution, click the bin icon.

 


Select Distribution List

 

By clicking the newly created distribution list you can view the contacts included and the details about 
the distribution. 

 

 

Edit Details

 

You can edit the details or contacts included in the distribution list by clicking the Edit 
button at the bottom of the information panel.

 

 

Add Record Distribution List


Once created, users can choose from the Add a Distribution List dropdown different distribution list.

This will add the contacts from the distribution list to the issue recipients lists.

You can then make modifications to the recipients, removing or adding additional contacts. You can add multiple distributions to an issue.

 

 

Finished


You have now successfully created a contact distribution list.

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