Adding roles as communication template recipients

When you create a communication template, you can use roles as a recipient. You can add one or more roles. You can also add more than one category of recipient such as persons, person groups, or email addresses.

Procedure

  1. In the Communication Templates application, open or create a communication template.
  2. Click the Recipient tab.
  3. Click Show Table to expand the Role table window.
  4. Choose one of the following options:
    Option Description
    New Row To add a single recipient. In the Role field, specify a role.
    Select Roles To add multiple recipients. In the Select Roles window, select the roles that you want to add and click OK.
  5. Choose whether the recipient receives the communication directly, is copied, or is blind copied.
  6. Save your changes.

What to do next

On the Communication Template tab, you can view the roles that you added.