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 in Working with Charts: Basic Charting for detailed information on defining the e-mail address field.

To create a distribution list for a group:

1        With your chart displayed, click the Review tab, then click E-mail in the Groups section.

The E-mail Group dialog box is displayed.

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 clicking the File tab and selecting Options. See Using the Options Panel in Working with Charts: Utilities.

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.