Select a Recipient

When you forward records, you can open the Select Names window from the To, Cc, and Bcc fields.

From this window, you can select from folders containing all currently enabled staff accounts, staff account groups, distribution lists, and email addresses from all distribution lists.

If your administrator has not added distribution lists, the Distribution Lists and Addresses folders will not display. See Add or Edit a Distribution List.

1. Click To, Cc, or Bcc to open the Select Names window.
2. To import your contacts from the default Contacts folder in Outlook, select the Load Outlook Contacts check box. This is useful for displaying contacts that are not included in B2C Service.
3. Select the name of the recipient and click To, Cc, or Bcc to insert the name in the field. To select multiple recipients, press Ctrl while making these selections.
   Tip: You can enter the first few letters of the name in the field at the top of the Select Names window. The first name in the list that matches the letters you entered is highlighted. Notice that this name may be an individual’s name, an email address, or a group or distribution list.
4. Click OK.
5. Click Send to forward the record to the recipients you selected.