Emails to allow easy CC to staff person and/or a defaut email address, plus ability to add an attachment as part of the email template

  1. CC internal staff person: When we send a grantee an emails we like to cc the internal staff person. Currently we have this mail merged within the template which we then cut and paste into the CC box. This then has to be done with every single email which is a pain.

  2. CC (or bcc) a default email address: We always cc our support email address and have to enter this for every single email we send. It would be great if this would be part of the template set-up and/or part of the correspondence generation dialog box

  3. Set default attachments for email templates Eg if we're promoting an event it would be great to select the promo leaflet which would be attached to every email sent. Multiple attachments would also be good. Another example - when sending award emails we could attach the bank details form, the 'how to' guide to access online reports, etc. Having this as part of the template means the end-user does not have to remember which attachments to use.


Happy to answer questions if this isn't clear enough.


  • Kim Hook
  • May 3 2022
  • Reviewed: Voting Open
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