Copy of sent emails

Hi maxwood,

Getting a copy of the invoices you email is a handy way to keep track of them. You can do this in either of these ways:

• Add your email address in the CC field when you send an invoice
• Select Email me a copy when sending the invoice

If you ever need to change the email address they’re sent from, you can do that right in your email settings. For more info, just scroll down to the "Email or print quote" section at the bottom of this guide.

Cheers,

Princess

Neither of those options are available in the desktop version.
You can add your email address into the "to" field, but that is a kludge and confuses customers.
Also I has to be done manually on every email sent and also doesn't work on batch sends, like statements or remittances.

There should be a preference setting to add a cc address to every outgoing email without manual intervention.

Hi maxwood,

Sorry the suggestions didn’t meet your needs in desktop. Currently, the options are to save multiple addresses in the contact card’s email field or manually adjust the recipients before sending. Neither provides a proper automatic CC, and the extra work adds up with lots of customers. A separate Primary email and CC Email field on the contact card, flowing through to the email screens, would address that distinction. 

Cheers,

Doreen