Improve CC Field Selection When Sending Grant Letters via Email from Document Bucket
When processing grant letters through the Document Bucket and sending them via email, the system automatically populates the “Email” field using the primary email address on the profile.
However, the “CC” field currently requires manual entry, even when additional email addresses already exist on the profile.
It would be very helpful to enhance this workflow by allowing users to select from existing email addresses tied to the profile, rather than manually typing them in.
Suggested Enhancement:
Add a dropdown or selector within the CC field that:
-Displays all email addresses associated with the profile
-Allows users to quickly select one or multiple recipients
Optionally, allow a hybrid approach:
-Select from existing emails and/or manually enter a new address if needed
Why This Matters:
-Reduces manual entry and risk of typos
-Improves efficiency when sending high volumes of grant letters
-Creates consistency with how the primary email field is automatically populated
-Better leverages existing profile data within CommunitySuite
Additional Considerations (Nice-to-Have):
-Ability to save default CC recipients for specific grantees
-Multi-select with checkboxes for quick inclusion of multiple contacts
Mark Bejcek
shared this idea