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About the Message Sources Form

Message Sources records define the entity that acts as the primary source of data for the messages. The entity selected may also be filtered to limit the number of messages sent. Message sources can be configured for those entities that have one or more fields that use the Email Extended Type, including Persons, Employees, Organizations, and Companies.

Message Source Form

Attachments Tab

The Attachments tab lists any files relevant to the Message Sources record.

General Tab

Name (Required)

The name of the message source appears in the Name field.


A description of the message source is stored in the Description field.

Auto Filter

The auto filter provides filtering information for limiting the number of records applicable within the Message Source. For example, auto filter may be used to filter all Persons records in the specified entity that do not have a valid email address. Auto filter is formatted as an SQL statement.

Entity (Required)

The entity that defines the Message Source, such as the Persons service, is specified in the Entity field.

Active (Required)

When selected, this Message Source is active and users can run the Messaging dialog from list views of the specified entity. When cleared, this Message Source is disabled.

Messaging Fields Tab

Messaging fields list the fields which contain the data that can be used for the To, CC Value or BBC Value address for any messages created for that entity.

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