Courtesy copy (CC) a contact

Add courtesy copies (CCs) to a record to keep other users informed.

  1. In the record, select CC.
  2. Select Add.
  3. To change the sort order, select Sort.
  4. To filter results, select Filter.
  5. Select (check mark) the names.
  6. Select Confirm.
  7. Select <.
  8. Select save icon.