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AccountRight

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

Experienced Partner

72Posts

221Kudos

1Solutions

72 Posts
Experienced Partner
Australia
New
New

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.

 

Cheers,

Liam

34 Comments
5 Posts
User

Hi - I seem to be able to select more than one email recipient by clicking on the drop down box. I think its upto 5 addresses. Try & have another look?

Experienced Cover User
14 Posts
Experienced Cover User

Hi Tania,

 

Try putting multiple email address in the card file as such (seperate each email with ; only - dont add a space)

 

user1@domain.com.au;user2@domain.com.au;user3@domain.com.au

 

This will send to multiple email addresses.  I just tested it with 2 and 3 email addresses and works for me

 

I only tested on a Purchase Order but should be same for Invoice

 

Regards

 

Mark

 

 

 

 

Experienced Cover User
29 Posts
Experienced Cover User

Thanks - fixed now by entring in the card file 

Will not work by selecting more than one from drop down. 

Appreicate yuur help

Experienced User
40 Posts
Experienced User

Yes, please add "CC:" field, thanks.