cc users on statements
would like the ability to cc and bcc my coworkers when emailing customer statements
0
votes
Montgomery Business Solutions
shared this idea
Hi all,
While sending customer statements, you will be able to choose your coworker’s emails in cc and bcc field if they are added as users in Zoho Books.
If Customer statement is sent in bulk, ensure to add the email addresses in cc and bcc field of Customer Statement email template.
Regards
Zoho Books team.