To define the Message Recipients:
- In the Message step, click Next. The Recipients step appears.
- You can search for the name of the intended recipient(s). Enter the letters for the search in the Search box. The Recipients' list changes to reflect your search. The Search box does not support the use of wildcard characters.
- You can limit the search by selecting the Recipient Type in Step 6: Defining the Alert Recipients. Choose from among the following:
- All-searches through all of the lists defined below.
- Users-searches through the Users list.
- Groups-searches through the User Groups list. Use this option when you want the message to be sent to specific user(s) defined as part of a group.
- Roles-searches through the Roles list. Use this option when you want the message to be sent to any user who has a predefined role.
- Contacts-searches through the Contacts list.
- Select a name from the list and click on To>; Cc> or Bcc> to add that name to the selected box. Double-clicking on a recipient's name automatically adds it to the To> list.
- To add an external e-mail address, enter the address in the E-mail box and select To>; Cc> or Bcc>.
- To remove a recipient, select it and click Remove Recipient.
- For Item Added to Portfolio alerts, you may select if the Roles apply to:
- Scope Portfolios only-- The alert will be sent to the selected Roles associated with the portfolio to which the item was added.
OR
- Scope and added Items -- The alert will be sent to the selected Roles associated with the item or portfolio that was added, in addition to the Roles associated with the Portfolio to which it was added.
- Click Next to proceed to the next step of the Alert wizard, where you define the alert's home folder.