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.

 

  1. Go to Administration->Setup->Business Partners->E-Mail Group
  2. Add the 'Email Group Code and Group Name in the next available row and click Update


  3. Bring up the Business Partner in the Business Partner Master Data that you would like to create that distribution list for
  4. Switch to the Contact Persons tab
  5. 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.