Exercise 7.11: Adding contacts to a distribution list

In this exercise you will add contacts to an existing distribution list.

Overview

In SmartCloud iNotes®, there are two ways to add contacts to an existing distribution list: manually, and by importing a .csv file. Both methods are covered in this exercise.

Objectives

After completing this exercise, you should be able to:

Procedure A: Adding contacts to a distribution list manually

Step
Action
1
Click Administration.
2
Click iNotes > Distribution List
3
Click on the link to Test_List_2 (created in Exercise 7.9: Creating distribution lists).
screenshot showing learner to click on the url for the distribution list
4
Click Add member.
screenshot outlining the 'add member' button
5
Type in the e-mail address test_user1@xyz.com and click Add.
screenshot highlighting test_user1@xyz.com

Result: the user is added.

screenshot showing tha test_user1.xyz.com was added

Procedure B: Adding contacts to a distribution list by importing a .csv file

Step
Action
1
Download this file to your hard drive: add_to_dist_list.csv.
2
Click Administration.
3
Click iNotes > Distribution List
4
Click on the link to Test_List_2 (created in Exercise 7.9: Creating distribution lists).
screenshot showing learner to click on the url for the distribution list
5
Click Add member.
screenshot outlining the 'add member' button
6
Browse to the file that you downloaded in Step 1 and click Import.
screenshot highlighting the .csv file and the import button

Result: The contacts in the .csv file (test_user2@xyz.com and test_user3@xyz.com) are added to the distribution list.

screenshot showing that the two user in the .csv file were imported to the list

Troubleshooting

Problem Resolution
I get the following error when trying to import a .csv file:

The following format is not valid: email address ("test_user2.xyz.com"). The following number of members cannot be added: 1

Make sure that the contacts are in the correct format: user_name@domain.com Check for typos like missing @ symbols or missing .com In this example, the @ symbol is missing.
I get the following error when trying to import a .csv file:

CSV parsing error detected. Check the file and correct the problem.

The file was not saved with UTF-8 encoding. Open and re-save the file with UTF-8 encoding.