Message Recipients
You can select Message Recipients before or after you launch the New Message Tool. Then, you can further filter and select recipients that you want to send a message to.
Select Before Launching
If you select recipients on a page before you launch the tool, recipients display as a group of records in the field above Recipients.
Select After Launching
If you launch the tool first, the page you're on displays as a drop-down list. This determines which records you can select as recipients.
Click the field beside the drop-down list to see the relevant records, and select the recipients you want to send your message to. You can also search for and select the records.
Further Filter Recipients
After you make your selections, use the options in the Recipients drop-down list to further filter the records you send. The list presents related records based on tab views.
To display in this list, you must set Messaging View to Yes for the Sub-Page View record, located under .