Email invoice...etc to all or chosen contacts

Hi, would it be possible to add a feature whereby you can select to CC to whoever you choose (i.e add an email address) or if not at least allow a CC to be sent to other contacts within the clients account.

So lets say in company X i have contacts Mr A, Mr B and Mr C, if i email an invoice…etc it will only go to Mr A, could you add the feature to either have a checkbox to CC the remaining contacts or be able to enter other email addresses?

Simon Lloyd

If you’ve got the contacts saved on the client record you can just select which ones you want the invoice to go to when sending.

1 Like

Lol, i see that now but originally when i created extra contact in the clients account and then clicked to send by email only the original contact was available but just checking back now i see the ability is there so thats great, thanks,