Using the Send to Relative Recipient Type

The Send to Relative recipient type sends an email or page to an individual or to the user who is assigned to the position that is associated with the current record, such as Primary Sales Rep or Primary Sales Rep Manager. The choices that are available are context sensitive. They depend on the Workflow Object you choose in the Actions list.

If you are defining a custom Send to recipient, then use one of the following recipient types in the Type field of the Recipients list:

• Send to Employee

• Send to Position

• Send to Contact

• Send to Relative

Email Manager does not send an email to the same recipient twice for the same action. If it detects that it already sent an email to a specific email address, then it does not send another message. If the Send to Relative type returns more than one recipient, then it sends an email to each recipient only if each email address is unique.