Select E-mail Recipients from the CSM Address Book

Use the CSM Address Book to search for specific names, find names contained in Customer Objects and groups, or select entire Teams or Workgroups as recipients.

To select e-mail recipients using the Address Book:

1. Click the To, Cc, or Bcc button in the E-mail Message window.
2. Select how to search for names in the Address Book, either:
   1. Provide Name or Select from List: Provide a name and click Go to search for a specific name in the Address Book.
   2. Show Names From: Select a Customer Object or group in the drop-down to select recipients from a list of names contained in the Customer Object or group. The drop-down includes:
      • Objects containing Customer or User data (example: Customer Group Object, Customer - Internal Major Object, and UserInfo Lookup Table). For more information, see Business Objects.
      • Teams
      • Workgroups
3. Select a name from the list.
4. Click the line where it should appear on (To, Cc, or Bcc).

5. Click OK.

   The selected names are displayed in the E-mail Message window.

6. Send the e-mail.