Request For Information Recipients
Adding Recipients
User can add existing users and/or contacts as recipients for a Request For Information (RFI). To do so:
Navigate to the RFI’s “Recipients” section in Detail View.
Click the “+” button.
Select one or more recipients to be added.
Click “Add” button.
Recipients who have already been added to the RFI won’t be shown in the selection screen.
Adding Contact Group(s)
Navigate to the RFI’s “Recipients” section in Detail View.
Click the “+ Contact Group” button.
Select one or more Groups to be added.
Click “Add” button.
Deleting Recipients
To delete a recipient:
Click the checkbox next to the user
Click delete in the Recipients toolbar.
Deleting a recipient will only remove them from that specific RFI’s recipient list, not from the user or contact list.