A Mandatory Contact List is a contact list created on itrezzo that is made up of a data source and contacts in Active Directory that is pushed to specified users. The following shows how to create a basic Mandatory Contact List.
Instructions
- Click Mandatory Contact List in the quick-access toolbar at the top of the page. NOTE: You can also expand Unified Contact Management in the left navigation panel and click Mandatory Contact List.
- Click the + in the grey Mandatory Contact List panel near the top-right of the window to create a mandatory contact list. The Mandatory Contact List creation window will open. (See figure below.)
- Name the list.
- Click the Select button under the Source Mandatory Contacts field. The Source Mandatory Contact Field window will open. (See figure below.)
- Click the folder icon in the left panel. The window will now list all the Contact Collections that were created in your tenant. (See figure below.)
- Drag and drop the desired collection from the All Collections field to the Members field. NOTE: The Contact Collection will be used as the data source for the Mandatory Contact List.
- Click Save. You will return to the Mandatory Contact List creation window.
- Click Select in the Target: Authorized Recipients field. The Target – Mandatory Contact List window will open. (See figure below.)
- Click the folder icon. The window will now list all the Contact Collections that were created in your tenant.(See figure below.)
- Select the desired Contact Collection to use as the recipient of the Mandatory Contact List.
- Click Save. You will return to the Mandatory Contact List creation window.
- Click Save. itrezzo will cache the Mandatory Contact List source that was just created. Your Mandatory Contact List will appear in the Mandatory Contact List grid after a few minutes. (See figure below.)
