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How to CC Users on Reminder Emails

Updated over 2 weeks ago

You can cc CreditorWatch Collect users into your reminder emails
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How to be cc'd into a reminder email:

  1. In the main menu, click Workflows, then

  2. Click the workflow you want to update.

  3. Select a reminder, then click on the Settings tab

  4. Tick the checkbox beside the names of the users you want to be cc'd

  5. Repeat steps 3 & 4 for each reminder you want to cc other users

NB: Consider how many debtors your organisation has before using this option, we recommend only cc'ing someone into one of the later reminders.


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