SETTING UP MY EMAIL CONTACT GROUPS FOR EMAILING REPORTS


If you intend to email the report to more than one recipient, you must add the recipients to a mailing list and then associate the recipient(s) with a group.

The following procedures explain how to

  • Set up my email contact groups

  • Add members to email contact groups


To set up my email contact groups

  1. Hover over My options and select Contacts=>My email contacts group. The My email contacts window appears.

  2. Click Add.

  3. Type the name and description of the email group to which you will email reports.

  4. To share this contact group with other users, select Shared Contact Group.

  5. Click Save to create the contact group or click Save & Add to add the contact group while leaving the current page open to create new contacts.


To add members to email contact groups

  1. To add members to the contact group, on the My email contact groups page, click Members.

  2. To add members from your contacts configured in CCMWeb, click Contacts.

  3. To add members from the employees configured in YourSite Explorer, click Employees.

  4. Select the members to add to the group, and click Add.

  5. To remove members from the group, select the members and click Remove.