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Can you bulk update CC addresses for customers?

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Platform:

  • Unleashed on Browser

Answer: 

This is possible by entering the desired email address by going to Customers > View Customers > Select the Customer > Contacts Tab.

You can enter a default CC email address and can add multiple email address by separating them with a comma. These steps can be replicated with your Suppliers as well (under Suppliers > View Suppliers).



You can update this field across all of your Customers in bulk by going to Customers > Import/Export. Export the 'Customers' csv file.



Open the file and scroll across to header 'Email CC Address', enter the email address, save the file then re-import into Unleashed.

Additional Information:

Please note for Suppliers the default CC email address will need to be added manually.

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