LiamSmith's avatar
Experienced Partner
9 years ago

Email: Be able to add a proper CC field to emails

Hi Guys,


We have a situation where a client needs to email a sales invoice to multiple customer contacts as well as cc it to various internal stakeholders.


The only way you can do this at the moment is by either manually adding all emails to the email field in the contact card (fine for customer email addresses, not for the internal stakeholder ones), or manually checking and changing each email as it goes out to have the right people on it (not effective you have large numbers of customers).


Ideal solution would be adjust 'Email' in the Contact card to be 'Primary email' and have a new field called 'CC Email' which then flows through to the email screens.


Now that 2016.1 has its own email engine, this should be relatively easy to accomplish.