how to automatically cc a contact when emailing ce...
# ask-stanley-ai
e
how to automatically cc a contact when emailing certain types of transactions
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AI generated answer (using internal Slack threads):
To automatically CC a contact when emailing certain types of transactions, you can use a combination of custom fields and workflows in NetSuite. Here's a step-by-step guide: 1. Create a custom field: This field will store the email addresses that you want to CC. You can add this field to the transaction record. The field should be of type 'Free-form text' to allow multiple email addresses separated by a comma or semicolon. 2. Populate the custom field: Enter the email addresses you want to CC in the custom field. If you have different email addresses for different transactions, you can populate this field accordingly. 3. Create a workflow: This workflow will be triggered when the transaction is created or updated. The workflow should have a 'Send Email' action. 4. Configure the 'Send Email' action: In the 'CC' field of the 'Send Email' action, reference the custom field that you created. This will ensure that the email addresses stored in the custom field are CC'd when the email is sent. Here's a sample workflow configuration: - Trigger Type: On Record Submit - Trigger On: After Record Submit - Actions: Send Email - CC:
{customfield}
(replace
customfield
with the ID of your custom field) Please note that this method will work for any transaction type that supports workflows and custom fields. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823396742
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810168386
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.809906721
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