Contact lists (also known as 'distribution lists') are well known from your e-mail solution: with just a few clicks, you can address a potentially huge list of recipients. That's exactly how Cargosnap uses Contact Lists as well.
How to enable and create the Contact List
By default, Contact Lists are not enabled. As a SuperAdmin, you can enable the feature for your company in "Company Settings" and then "Permissions":
Indicate what roles are allowed to add/remove Contact Lists and their members.
Create, update or remove a Contact Lists
Once the Contact List feature is enabled, it is time to create the actual lists. The menu will now show a Contact Lists item in the menu bar. Clicking the blue + symbol will open a sidebar that allows you to create the new Contact List:
Simply fill in the information required:
- Name (e.g. 'Client A' or 'Department B')
- Customer ID (option if you want to scan a barcode that represents this Contact List. More information in this article.
- Recipients (email addresses part of the contact list, choose a 'label' to mention their names or team names).
- Language (select a language for the emails that are send to this contact list)
- Visible in the app for 'All teams' or 'selected teams' (Only devices of the teams you choose see this contact list in the app. Choose All teams to show it on every device. Web users are not affected.)
To edit or delete simply click the corresponding icons of the Contact List you wish to update. Add, remove recipients, or just remove the entire Contact List in just a few clicks.
Using a Contact List to share a file:
Within the file click "share file", as usual. Note that there is a icon in the sharing screen to the right of the recipient list:
Clicking the chosen Contact List will enter all it's addresses into the recipients area. Ready to use. So no more typing!
