# Finding Recipients

Recipients can be defined from the following areas of ASM Core:

* sending an email or message
* creating messaging tasks and User approval tasks
* forwarding a task to multiple recipients
* creating a call forum
* specifying expiry notifications for contracts
* configuring an IPK or Workflow group’s escalation and breach recipients
* adding an analyst's escalation recipients
* adding threshold notification recipients on Software Products or Inventories
* adding recipients for agreement breaches and escalation thresholds
* defining recipients for integration scheduling, or event management fault notifications
* associating recipients with issue types.
* Stakeholders with a role of "Email Recipient"

## Find Recipients Explorer

The options in the **Find Recipients** window will vary slightly, depending on the window you are working in when you launch the search for recipients. You can use it to find or add a:

* Person/User. This is only available from certain windows
* Group
* Organization. This is only available from certain windows
* Email address. This is only available from certain windows
* Stakeholder. This is only available from certain windows
* Other (a field). This is only available from certain windows

If your system is partitioned, you will only see those Analysts and Users who are part of the relevant partition. If the entity is partitioned, you will see the Analysts and Users in that partition, otherwise you will see the Analysts and Users in your own partition.

## Finding a Person

1. Select the **People** option. (This is usually selected by default.)
2. Identify whether the person is a **User**, an **analyst** or an **external contact**. You can select more than one category, unless you are adding recipients to a User Approval task, in which case you can only select Users.
3. Type in the person's **name** or use the % wildcard to include all names.
4. Search for them by **Organization** or **Group**.
5. Identify whether they are members of an **IPK** or **Workflow Group** to update the Group column with either the default IPK/Workflow group for the person.
6. Select **Find** to display a list of matching results in the Results table.
7. Select the person or people you want as recipients. You can use Shift or Ctrl click to select multiple instances and then select **Add**. The names should appear in the **Selected Recipients** box.
8. Select **OK**.

## Finding an IPK or Workflow Group

1. Select the **Group** option.
2. Identify the type of group by selecting/deselecting the **IPK Groups** and **Workflow Groups** boxes.
3. Type the **Name** of the group, or use the **%** wildcard to include all names.
4. Select **Find** to display a list of matching results in the Results table.
5. Select the group(s) you want as recipients and then select **Add**. The names should appear in the **Selected Recipients** box.
6. Select **OK**.

## Specifying an Email Address (This option is only available from certain windows)

1. Select the **Email Address** option.
2. Type in the **Email Address** and select **Add**.
3. The address should appear in the **Selected Recipients** box.
4. Select **OK**.

## Finding a Recipient based on a Field (Other)

Use this option if the individual recipient will differ but the type of recipient is consistent, such as configuring the request creator as the recipient of a User Approval task.

1. Select the **Other** option.
2. Scroll through the list of available fields
3. Select the field(s) you want as recipients and then select **Add**. The field names should appear in the **Selected Recipients** box.
4. Select **OK**.

## Email All/CC Stakeholders

**In the Call Screen, you can select "Email All**"- This function enables you to reply en-masse to all Stakeholders with a role of "Email Recipients". 

<figure><img src="/files/nurXmOL9l9zhyeUeNLiG" alt=""><figcaption></figcaption></figure>

CC Recipients will be added automatically to the Send Email dialog window in the CC Recipients section. The Analyst is then able to manually remove any Call/Request/Task Stakeholders they do not want to include in the Email Message.


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