Edit a recipients list

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Modify targeted communication recipient lists using Dynamically Added column in Recipients related list.

    Vorbereitungen

    Role required: sn_publications.author, sn_publications.admin, sn_customerservice_agent, sn_customerservice_manager, sn_majorissue_mgt.major_issue_manager

    Warum und wann dieser Vorgang ausgeführt wird

    The Recipients related list includes the Dynamically Added column which displays either True or False, depending on how a record was added:
    • True for records that are dynamically generated, either by using the condition builder or by running a script.
    • False for records that are added manually, either by using the Edit button on the Recipients related list or by file upload.
    The Active Communication column is set to True by default for both dynamically and manually added records. This field indicates whether or not the recipient requires active communication.

    Prozedur

    1. Navigate to All > Targeted Communications > Recipients Lists.
    2. Select the desired list.
    3. In the Recipients related list, click Edit.
    4. Use the arrows to add or remove records.
    5. Click Save.