Quick Start: How To Use E-mail Groups
There is a new feature in the most recent platform upgrades to associate certain contact persons within a Business Partner to an e-mail group. This allows you to specify the recipients within the business partner organization that will receive the e-mail. The e-mail group then acts as a distribution list; for example, to send various A/R Invoices created for different customers to their respective accountants.
Here is how to use that.
- Go to Administration->Setup->Business Partners->E-Mail Group
- Add the 'Email Group Code and Group Name in the next available row and click Update
- Bring up the Business Partner in the Business Partner Master Data that you would like to create that distribution list for
- Switch to the Contact Persons tab
- For each contact person, assign them to the E-mail Group(s) you just created
Now whenever you want to e-mail certain documents (such as a Custom Receiver) and you may receive this prompt:
and you'll see that it added all the contacts associated with the E-mail Group onto the window to be sent.