Understanding Email Groups

The Email Group application enables you to create new email groups and add or remove individuals from groups.

You create new email groups in two steps: first create the group, and then add to the group the subgroups or individuals who will be included in the email's distribution when it is sent.

If you are adding one or more subgroups to a new group, it might be helpful to think in terms of hierarchy. For example, suppose you want to create a group that includes the entire sales force. The Entire Sales Force email group might consist of groups for the southern, northern, eastern, central, and western regions. However, there might be times when you want to send emails only to the western and northern sales regions, so you would still need to maintain those smaller email groups in addition to the group that includes the whole sales force.

Note: Before you create email groups you must create records in the Who's Who table (F0111) for the individuals that you want to include in the group. You can only include individuals or groups who have a record in the F0111 with a line type greater than zero (0). You can create these records by entering a contact in the CRM system, or by entering a who's who record directly into the Address Book system.Additionally, an electronic address (email address) must exist in the F0111) for any individual that you include in an email group. You can set up the email address when you enter the contact information in the CRM system or when you enter the who's who information in the Address Book system.