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Setting up a filter to automatically cc an email address while excluding others

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  • Last reply by Toad-Hall

abbyfoggin
abbyfoggin
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There is an email address we cc in to emails to customers which will ensure the customer's activity is updated in our CRM system. I am trying to set up a filter that will automatically cc in this address to every email, but to ensure that when an email is just internal, it will not do this to prevent clogging up our CRM given our internal users are also on the system. I can't use the domain as an exclusion for internal staff as the email to CRM uses the same one and I can't exclude our name@ as it's firstname only, therefore would exclude a lot of our clients too. Can anyone think of a way I can set up a rule to cc the CRM address in all emails to clients, but not to internal staff? Any help much appreciated. Thanks.

There is an email address we cc in to emails to customers which will ensure the customer's activity is updated in our CRM system. I am trying to set up a filter that will automatically cc in this address to every email, but to ensure that when an email is just internal, it will not do this to prevent clogging up our CRM given our internal users are also on the system. I can't use the domain as an exclusion for internal staff as the email to CRM uses the same one and I can't exclude our name@ as it's firstname only, therefore would exclude a lot of our clients too. Can anyone think of a way I can set up a rule to cc the CRM address in all emails to clients, but not to internal staff? Any help much appreciated. Thanks.

Chosen solution

re : There is an email address we cc in to emails to customers You could try using a template for replies to customers. The template could include the 'Cc' info. You could create a template in Thunderbird and use that when responding to a customer. The template would have the cc info already applied. But this would be you sending out a response to the recipient and not a 'Reply' with a template.

Thunderbird does not provide a 'Reply with Template'. But you could use an addon extension to do the job. Have a look at 'SmartTemplate4'

Please remember these addons are created and maintained by the author and not Thunderbird. They rely on people contributing to the development.

I did notice an additional option under the premium options: http://smarttemplate4.mozdev.org/premium.html

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Toad-Hall
Toad-Hall
  • Top 10 Contributor
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Chosen Solution

re : There is an email address we cc in to emails to customers You could try using a template for replies to customers. The template could include the 'Cc' info. You could create a template in Thunderbird and use that when responding to a customer. The template would have the cc info already applied. But this would be you sending out a response to the recipient and not a 'Reply' with a template.

Thunderbird does not provide a 'Reply with Template'. But you could use an addon extension to do the job. Have a look at 'SmartTemplate4'

Please remember these addons are created and maintained by the author and not Thunderbird. They rely on people contributing to the development.

I did notice an additional option under the premium options: http://smarttemplate4.mozdev.org/premium.html