Select Email Recipients

If you are using the TAM Integrated Email, use the following workflow to add recipients to an email message. If you are a Microsoft Outlook user, add contacts as you normally would, or refer to the TAM Outlook Add-In article for information on using the TAM Contacts option.

  1. On the New Mail Message screen, click the To..., CC..., Bcc..., or Address Book button.
  2. The Address Book screen displays. Select the Address Book you wish to search from the dropdown list.
  3. Select the Name only radio button to find the recipient in the list by entering all or part of the recipient's name, or the More columns radio button to conduct a search that looks at information in all fields.
  4. If you selected Name only, begin typing the recipient's name until the correct recipient displays in the list. If you selected More columns, enter the appropriate search keyword(s) and click Go.

    Note: You can also click Advanced Search to enter search criteria for specific fields, including Display name, First name, Last name, Title, Alias, Insurer, Department, Office, and City.
  5. Highlight the recipient in the list and click the To ->, Cc ->, or Bcc -> button, depending on which line you wish to add the recipient to.
  6. Repeat until all desired recipients have been added.