10. Custom Reports Training Guide - Version 2 Home | Best Practices | Appendix | Full Training Guide    
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10.3 Maintain Contact Groups
Purpose of application is to create new or update existing contact groups, which act as recipients in Schedule Custom Reports application.
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10.3.1 Reviewing/updating existing contact group
10.3.2 Creating new contact group
10.3.1 Reviewing/updating existing contact group
Step Action
1. Open Maintain Contact Groups application.
2. Select a contact group from the Select Contact Group List drop down list and perform one of the following two steps:
  1. To update description, status or delete the contact group, click . A Contact Group List Information form is displayed. Make any necessary changes, making sure that all of the required fields are filled out (e.g. group list short description and status).

    When you are done, to save, click or if you wish to delete the contact group altogether, click .
  2. To update the contact group's recipients, click . A Contact Group List Members form is displayed. To delete an existing recipient, select one or more from the Existing Members Of Group drop down list and click .

    To add new recipients, select a recipient type from the Report Recipients drop down list and click . A list of all recipients belonging to the type group is displayed. Select one or more from the drop down list and click .

    To find a recipient quicker, enter a sequence of characters that can be found within the first or last name in the Show Names Containing input field and click .

    Once you are ready to add new recipients to the group, click .
    The next step is to choose the preferred contact method (e.g. email, email text or fax) by selecting the appropriate check boxes for each member.

    When you are done, click .
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10.3.2 Creating new contact group
Step Action
1. Open Maintain Contact Groups application.
2. Click .
3. Fill out the Contact Group List Information form. Make sure that all of the required fields are filled out (e.g. group list short description and status).

FORM FAQ
Contact Group List Unique group ID used to identify the contact group.
Division Division to which the contact group belongs.
Created User ID and name of the user responsible for creating the contact group.
Group List Short Description A non-abbreviated version of the contact group ID, for example, just reps.
Group List Long Description A thorough description of the contact group.
Status Current status of the contact group, for example, active or inactive.
4. When done, click and you should find yourself back in the main application form.
5. The next step is to add recipients. Select the newly created contact group from the Select Contact Group List drop down list and click .

For further instructions, refer to 10.3.1 Reviewing/updating existing contact group section of this training guide.
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Updated January 27, 2009