How do I CC or BCC someone on an email from Conversations?

Created by Valerie VanBooven, Modified on Sat, 14 Nov at 4:26 PM by Valerie VanBooven

CC and BCC let you include extra people on an email without starting a separate thread. For example, you might CC your director of nursing on a reply to a hospital case manager, or BCC your owner on a sensitive family email.

CC vs. BCC

  • CC: everyone on the email can see the CC'd addresses.
  • BCC: BCC'd addresses are hidden from all other recipients.

Add CC or BCC recipients

  1. In Conversations, start a new email or click Reply on an existing email.
  2. Click the CC or BCC field next to the To field to expand it.
  3. Pick an address from your contacts or type a new email address.
  4. Click the field again to collapse it. Your recipients are saved.
  5. Write and send your email.

Good to know

  • If your email is connected to Gmail or Outlook, recipient changes sync both ways.
  • Replies to an email with CC or BCC recipients go to everyone (reply all).
  • You cannot remove CC or BCC recipients partway through a thread.

Common questions

  • Does adding an outside email create a new contact? No.
  • What if I CC an existing contact? The email only shows in the thread of the main To contact, not in the CC'd contact's thread.
  • Does it work with every email setup? Yes, CC and BCC work with all connected email options.

Have a question about your own account? Submit a ticket and our team will follow up.

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