How to Automatically Add BCC When Replying to Emails in SugarCRM

Hi everyone,

I’m looking for a way to automatically add a BCC recipient when a user replies to an email in SugarCRM. Specifically, when a user replies to an email within Sugar, their own email address (or a shared sales email like sales@example) should be automatically added to the BCC field.

I’ve explored SugarBPM (workflow automation), but it seems like BPM does not allow modifying email fields dynamically.

I’m wondering:

Does SugarCRM have a built-in feature to achieve this?
If not, would a BPM workflow be possible, or would this require a custom logic hook?
Are there any best practices or existing solutions for this use case?

Any guidance or recommendations would be greatly appreciated!

Thanks in advance!

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+1 Chris Raffle 6 months ago

Hi Fei Ning ,

I don't believe there is a native feature that would allow you to define a BCC recipient (static or dynamic) on emails composed within Sugar. SugarBPM only has the capability to identify BCC recipients on emails sent within a process definition, not for emails created by users.

I believe the most viable solution for this requirement is a custom logic hook.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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+1 Chris Raffle 6 months ago

Hi Fei Ning ,

I don't believe there is a native feature that would allow you to define a BCC recipient (static or dynamic) on emails composed within Sugar. SugarBPM only has the capability to identify BCC recipients on emails sent within a process definition, not for emails created by users.

I believe the most viable solution for this requirement is a custom logic hook.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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Vote Up +1 Vote Down

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