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Select Recipients by Internal User for Geography Option

  • How To
  • Step by Step

Select Recipients by Internal User for Geography Option

Select users.

To select recipients by internal user for geography option:

n1

Click the Internal Users button.

n2

Select the Choose recipients by Geography option.
Select internal users by geography, step 1 of 3.

n3

Click the Next button to continue. 

n4

From the Affiliate down list, select the affiliate.
Note: The default setting for affiliate is "ALL."

Select internal recipients by geography, step 2 of 3.

Select an affiliate and division, state or province, and then click 
Next.

n5

From the Division drop-down list, select the division.
Note: The default setting for division is "ALL."

n6

From the Available Fields box, select the state / province.
Note: To select multiple items, press and hold the CTRL key while selecting items.

n7

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

n8

Click the Next button to continue, or click the Back button to return to the previous window.

n9

From the Select Recipients by User Type drop-down list, select a user type option.
Select internal recipients by geography, step 3 of 3.

Click the Next button to continue, or click the Back button to return to the previous window.

From the Available Fields box, select the positions.

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

Select Recipients by Internal User for Geography Option

  • How To
  • Step by Step

Select internal users by

Select Recipients by Internal User for Geography Option

To select recipients by internal user for geography option:

  1. Click the Internal Users button.
  2. Select the Choose recipients by Geography option.
  3. Click the Next button to continue.
  4. Select an affiliate.
  5. Select a division.
    Note: The default setting for affiliate and division is "ALL."
  6. Select the states/provinces.
    Note: To select multiple items, press and hold the CTRL key while selecting items.
  7. Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
    Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.
  8. Click the Next button to continue, or click the Back button to return to the previous window.
  9. Select the user type.
  10. Click the Next button to continue, or click the Back button to return to the previous window.
  11. Select the positions.
  12. Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
    Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.
  13. Click the Save button to save your changes, or click the Back button to return to the previous window.

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  • Select Recipients by Dealer User for Geography Option
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  • Select Recipients by Dealer User for Input a Dealer Number Option
  • Select Recipients by Internal User for Hierarchy Option

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

Select Recipients by Internal User for Geography Option

Select users.

To select recipients by internal user for geography option:

n1

Click the Internal Users button.

n2

Select the Choose recipients by Geography option.
Select internal users by geography, step 1 of 3.

n3

Click the Next button to continue. 

n4

From the Affiliate down list, select the affiliate.
Note: The default setting for affiliate is "ALL."

Select internal recipients by geography, step 2 of 3.

Select an affiliate and division, state or province, and then click 
Next.

n5

From the Division drop-down list, select the division.
Note: The default setting for division is "ALL."

n6

From the Available Fields box, select the state / province.
Note: To select multiple items, press and hold the CTRL key while selecting items.

n7

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

n8

Click the Next button to continue, or click the Back button to return to the previous window.

n9

From the Select Recipients by User Type drop-down list, select a user type option.
Select internal recipients by geography, step 3 of 3.

Click the Next button to continue, or click the Back button to return to the previous window.

From the Available Fields box, select the positions.

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

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