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Question

Blank letter - automated "cc" or "copy field"

  • October 9, 2024
  • 1 reply
  • 40 views

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  • Frequent Scribe

Hopefully we’re missing what is an existing feature, but when writing a blank letter, is there an automated way we can add “cc” contacts to the letter from the list of contacts already tied to the matter? 

See below as it doesn’t appear this option exists.  It would be great to have this option, maybe in the form a new tab listing the contacts?

At this point, we type-in relevant parties manually.  We’ll somehow survive, but it would be nice to have SB do the work...

 

 

1 reply

Sam King
Smokeball Team
  • Smokeball Team
  • October 9, 2024

Great idea @JG3 ! I would love to discuss this feature request with you if you have some time this week - feel free to book a meeting at your convenience:

https://calendly.com/sam-king-1/30min

Looking forward to hearing from you!