How to add to a Group Email List

Group Email Maintenance allows you to add an individual to many different group email list.  It also allows you to send to a different email address than what is entered on the indvidual's details screen.   NOTE: You must have the list code and description pre-entered in the Email Group List -- setup and access through Utilities/Group Email/Fax/Maintenance.

 1. Choose INDV from the SAMS toolbar and select the individual from the List tab.

2. Select the Details tab.

3. Access employment history through the sub-menu by :

4. Click on Add .

5. The required fields are in aqua.

6. Save

In order for staff to have access to this menu option, the table and rights must be added to the User's security (non-supervisor only).  In SAMS, go to Utilities/Users and choose the user name to update.  Click on the Security Tab and select one of the existing table Names.  Click on to add the new table -- from the drop down arrow, choose Individual Email Groups and set the appropriate rights level.

Field Descriptions

ID

The Individuals ID number. This number can not be changed.

Code

Enter the corresponding code that is available from the Lookup table for Email Group List.

Email

The individual's email address will be displayed.  A different email address may be entered and will only be used for the Group Email Utility using this list.

Start Date

Enter the start date of activation for use on the group email list.

End Date

Enter the end date when this individual should no longer be included on the group email list.

Others Tab

Allows you to see all other Individuals who are part of this same group email list.