Using Groups for E-mail Distribution

You can create an e-mail distribution list based on any defined group. For example, you can send an e-mail to:

·         All engineers in the San Francisco office

·         All full-time employees that participate in the retirement plan

Creating a Distribution List Based on a Group

You can create e-mail distribution lists composed of group members.

Specifying the e-mail address field:

In order to use this feature, your chart must include an e-mail field.

Note: See Defining Field Properties for detailed information on defining the e-mail address field.

To create a distribution list for a group:

1        With your chart displayed, select Groups | E-mail Groups from the Chart Menu or click the E-mail Groups icon  on the Toolbar to display the E-mail Group dialog box.

Click to enlarge

2        Under Send Using, select an outgoing e-mail option:

·         E-mail Client – Select this option to use your default e-mail client.

·         SMTP – Select this option to use Simple Mail Transfer Protocol. Your e-mail will be sent according to the SMTP settings defined for OrgPlus.

Note: You can configure SMTP settings by selecting the Options menu item from the Tools menu. See Using the Options Panel.

3        All the members of the current group are automatically included. You can add or remove recipients using the To, CC, and BCC buttons. You can also manually enter e-mail addresses. Multiple e-mail addresses should be must separated by semi-colons.

4        Optionally you can attach a copy of the current chart by selecting the Attach Chart checkbox. Use the Setting button to make sure the chart is optimized properly. See Working with Charts, Basic Charting for additional details.   

5        Enter the Subject and Body text of the e-mail.

6        Click OK to send.