Creating an Email Message

In this Topic

  1. Selecting Multiple Recipients

The Create Message component enables you to send an email message from the current user to another system user. In order to send a message, an email address must be recorded in the system for both the sender and the recipient user accounts.

To create a new message, perform the following steps:

  1. Select My Outbox from the Actions menu on the Menu Bar.

    The system takes you to the Outbox Overview component.

  2. Click the Create Message button.

    The system takes you to the Create Message component.

  3. Type a value in the Recipient box to search for or enter the message recipient. The recipient can be an individual or a pre-defined mailing group (see Creating Dynamic Mailing Groups).

  4. To add another recipient, click the New button.

    The system adds another recipient row.

    Note: When a message has more than one recipient, the recipient names and email addresses are hidden from other recipients of the message.

  5. Type a value in the second Recipient box to search for or enter another message recipient. Continue adding recipients as needed.

    Note: If you want to select multiple recipients at the same time, choose Select Recipients from the Actions menu on the recipient list. For more information, see the Selecting Multiple Recipients section below.

  6. Type a value in the Subject box.

  7. In the Message Text box, type the contents of your email message.

  8. When you are finished, click the Send button.

    The system takes you to the Outbox Overview component and displays a message to confirm that your email message was sent. The email you sent is added to the top of the list of sent messages.

Selecting Multiple Recipients

If you want to send a message to several recipients, you can select all of them at once.

To select multiple recipients, perform the following steps:

  1. On the Create Message component, choose Select Recipients from the Actions menu on the recipient list.

    The system displays the Select Recipients modal window.

  2. Locate the recipients you want by typing criteria in the Quick Find search box, or by clicking Show First 10.

    The modal window lists possible recipients that match your criteria. Each row of user data shows the Name, Email AddressType, Address Type, and Default values for the user account.

  3. Click a row to select the user as a recipient.

    A check mark appears at the beginning of the row to indicate it is selected.

  4. Continue selecting user rows as needed. You can click a row again to clear the selection.

  5. When you are finished selecting recipients, click the Add to Message button.

    The system closes the modal window and adds the recipients you selected to the list on the Create Message component.

Related topics:

Working with Email Messages

Creating Dynamic Mailing Groups

 

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