Automatic CC functionality has been introduced to streamline the process of including relevant individuals or departments in email communications without the need for manual input. Here's a guide on how to set up automatic CC.
How to Set Up Automatic CC:
Navigate to Config > Settings and select the 'Messaging' tab.
Scroll down to locate the section dedicated to Pre-set CC email addresses.
In this section, you can add email addresses that will automatically be included as CCs in emails you send.
Where It Works:
This feature allows for the configuration of different CC email addresses across three primary areas:
Sales Documents & Reports: CC email addresses specified here will automatically appear in the CC field when emailing sales-related documents or reports.
Bookings: When sending booking confirmation emails, the designated CC address will be included.
General: This setting extends to other types of emails sent from the system, such as direct emails to customers from their records.
Using the Feature:
Once the CC addresses are configured, whenever an email is sent from any of the specified areas, the CC field will be pre-filled with the email addresses you've set up.
Current Limitations:
As of now, the automatic CC feature is limited to the three areas mentioned above, namely Sales Documents & Reports, Bookings, and General email communications.