Should you wish to be able to CC internal team members on emails sent from the database, you will need to import them first. This only pertains to v22b8 and newer.
1. Start by listing out team members' names and email addresses in an excel document like so:
2. Save as a CSV
3. From the Customer section of your database, click the email icon to the right of the primary contact email as shown below:
4. In the pop-out window, click the “custom” radial icon towards the top
5. Click Import
6. Select your CSV file from the explore box
7. If the system prompts you with a box to Specify Import Order, you can tell the system if you wish to add, update or replace the records
8. These emails will now be available in the “Custom” section to add in the Send To, CC, BCC fields when emailing from the database
Training-v22b10-20221121EB-KB