Automatic CC for messaging

Originally written by Luke Mavin. Published 19 April 2024 on the Motasoft VGM Help Centre.

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:

1. Navigate to Config > Settings and select the 'Messaging' tab.
2. Scroll down to locate the section dedicated to Pre-set CC email addresses.
3. 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:

1. Sales Documents & Reports: CC email addresses specified here will automatically appear in the CC field when emailing sales-related documents or reports.
2. Bookings: When sending booking confirmation emails, the designated CC address will be included.
3. 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.