Contacts - Ability to set additional contacts as CC or BCC recipient from the contact record
I have a primary contact with two additional people checked to be included in emails.
However, when the invoice is raised, the additional people are included in the TO line rather than the CC line.
It would be good if additional people were sent in the CC line as this is common business prractice.
TJ Garland
shared this idea
Thanks for sharing your idea around CC'ing when sending invoices from Xero here.
Appreciate how having the ability to predefine the type of recipient each additional person on a contact record is would be helpful, and save time having to manually make these adjustments when sending.
It's not something we have planned just atm, but will keep an eye on the support and share if there are any updates.
-
Graham Knight
commented
This is becoming a more important issue as an increasing number of invoices are being sent to an OCR or other automated processing email address.
Many of these reject emails that have multiple addresses in the to: field but other email addresses need to receive email copies as well. Assigning a cc: or bcc: status to the contact person in the contact record would fix this issue.
-
Jonathan Wong
commented
Agree, would also love the ability to specify additional contacts as To / CC / BCC.
-
Benedict Sweeney
commented
I concur with TJ Garland's request to have the CC option instigated. In my particular case I won't those on the customer contact record to ALWAYS be CC and then I add the TO manually per invoice as that may change from the company contacts.