how can i customize email template on invoices to add sales rep as cc each time without using workflow?

AI generated answer (using internal Slack threads):

To customize an email template on invoices to add the sales rep as a CC each time without using a workflow, you can follow these steps: 1. Create a custom field on the invoice record to store the sales rep's email. This field should be populated with the sales rep's email when the invoice is created or updated. 2. When setting up your email template, in the CC field, use the syntax

{customfieldid}

where

customfieldid

is the ID of the custom field you created in step 1. This will pull the sales rep's email from the custom field and add it to the CC field of the email. Here is an example of how you can set this up: - Go to

Customization > Lists, Records, & Fields > Transaction Body Fields > New

. - Set the label to something like "Sales Rep Email" and the ID to something like

custbody_sales_rep_email

. - Set the type to

Free-Form Text

. - Under

Applies To

, check

Sale

. - Save the field. Then, when creating your email template: - Go to

Documents > Templates > Email Templates > New

. - Set up your template as desired. - In the CC field, enter

{custbody_sales_rep_email}

. Now, whenever an invoice is created or updated, the sales rep's email will be added to the CC field of the email. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

there's no cc email in the email template

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