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Author Topic: Automatically CC Contacts for Organization Message  (Read 910 times)

samutech

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Automatically CC Contacts for Organization Message
March 04, 2010, 07:59:04 am
I have a client with this requirement: They need to be able to designate certain individuals as "CC" contacts for an organization. Being a CC Contacts means you get copied on all emails sent to the organization. It also means you need to get copied on all physical letters, as well, but that's not a CiviMail question exactly. It doesn't appear to me that there is any way to do this in CiviCRM without some custom code, but I just want to double-check. Anyone have ideas of how to do this? I can, of course, create a CC relationship between certain individuals and organizations, but I don't think either the email or search and export CSV (for mail merge) features support including these contacts in a result. Ideas?

Thanks,
Wayne.

Dave Greenberg

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Re: Automatically CC Contacts for Organization Message
March 04, 2010, 05:26:07 pm
Wayne - Who are the direct addressees for emails to these organizations? How are the contact records targeted for mailings? Depending on answers to these - you could potentially record the 'CC' relationships and then simply make sure those contact records are included in target mailing groups list. (You can have a smart group of all contacts with relationship-type = CC, for example, and include that in your 'Included Groups' when creating mailings.)

Not foolproof, but might be good enough :-)
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Denver Dave

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Re: Automatically CC Contacts for Organization Message
March 04, 2010, 11:41:48 pm
Sounds similar to what we are doing.  We do mailings by region based on a smart group, but I manually add myself to each of the other regions.

Dave

samutech

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Re: Automatically CC Contacts for Organization Message
March 05, 2010, 07:07:26 am
Yeah, that sounds good, though I think this client wants to have the mailings addressed to the organization, but mailed to them. So, contacts would expect to get a letter to "Dear Acme Corp", and that might go out to two or three different contacts. So, I'm not sure the Smart Group way will actually do that. I think it will still treat the contacts as though they were individuals.

Dave Greenberg

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Re: Automatically CC Contacts for Organization Message
March 05, 2010, 11:24:09 am
You can set postal and email greetings for the CC individuals to their organization name (using the Custom Greeting option on their contact records).
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  • CiviCRM Community Forums (archive) »
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  • Automatically CC Contacts for Organization Message

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