Add CC or BCC in FluentCRM Contact Email
When sending an email through a customer profile in FluentCRM by selecting the email tab, I noticed there’s no option to add CC or BCC recipients or a dropdown email address list to send a copy to myself or one of my email address for future reference.
It seems like your use-case is legit, but I don't know if this can be improperly used, too.
I'm with you on having this option. I need to send things to people and their assistants, and I also am a coach and have partners that I send emails to. The whole point of the CRM is to have all the emails accessible easily.
At least if I could send myself, I could forward it to the other person that's needed. Right now I send myself the test and then forward it. Kind of a bummer.
Shahjahan Jewel
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Absolutely agree – this is a crucial feature that’s missing.
In many cases, especially when collaborating across teams or with clients’ assistants, having the ability to CC or BCC ensures transparency, continuity, and proper documentation. Even just sending a copy to oneself can help with internal workflows, follow-ups, or compliance.
Shahjahan Jewel – considering FluentCRM’s vision of being a full-fledged communication and automation tool, adding CC/BCC would be a logical and much-needed next step. Hope this is something the team can consider in a future update!