Select contact to CC on vendor requests
complete
J
Jillian Plank
complete
K
Katie Johnson
Would love this feature. I want to CC my client when I send vendor requests b/c I think it helps the vendor know it isn't a spam email but I do not need to cc ALL of the client contacts
N
Nancy McClelland CPA
This would be so helpful -- we often work with the admin, but of course we want the owners to have access to Keeper. But they never really want to be bothered.
T
Theresa Sutter
Agree! I just got a passive aggressive email from a basic user in one of my client accounts. He was appalled that we were asking him for a W9 -- turns out he and the other basic users are cc'd. I would like to have a "primary" or "admin" type client user that only get's cc'd on these requests.
C
Conner Schryver
Yep, that would be good.