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Tuned Listener
Posts: 13
Registered: ‎08-18-2009

Email Template Copy To

Is there a way to provide a copy to in the email template?  I have a client who wants to automatically copy the salespersons manager when sending out quotes.

Posts: 629
Registered: ‎04-24-2009

Re: Email Template Copy To

The template editor doesn't provide the capability to associate a CC e-mail address with an e-mail template. You can only do this with Write > Mail Merge or before a one-off e-mail is sent via Write > E-mail > Using Template. However, you could create a custom solution using the mail merge API.