Offer emails
Send Offer
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Customer contact persons selected by the Project manager |
CC recipients | None |
BCC recipients | Office copy email (CC of the first email sent if there are multiple recipients) |
Offer confirmations
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Logged in user. If the Project manager is logged in and accepts the offer, they will receive the email. |
CC recipients | All Project leaders in the project and the main email sender set in Project settings |
BCC recipients | Office copy email |
Customer Contact Person comments on an Offer in Customer Web
Sender name/email | Customer Contact Person |
Receiver | All Project Managers in the Project |
CC recipients | "Email to use in the Project" set in Project settings |
BCC recipients | Office copy email |
Project manager comments on an Offer in Admin Web or Customer Web
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Main Customer Contact Person |
CC recipients | None |
BCC recipients | Office copy email |
Booking emails
Booking confirmation and Booking cancellation emails
Sender name/email | Participant email sender (Office, Team, Project manager or Custom), set in Project settings under Communication & Language |
Prefilled with | Main email sender, if no participant email sender is set |
Receiver | Booking contact person |
CC recipients | Confirmation copy address if set on the Project |
BCC recipients | Office copy address if set in Office |
Booking emails (Booking list, Booking details and Lists)
Sender name/email | Participant email sender (Office, Team, Project manager or Custom), set in Project settings under Communication & Language |
Receiver | Booking contact person and/or participants |
CC recipients | None |
BCC recipients | Office copy email receives a copy of the first email sent |
Booking invitations
Sender name/email | Set in the invite window |
Prefilled with | Participant email sender, set in Project settings under Communication & Language |
Receiver | The invitee(s). One email is sent per invite. |
CC recipients | None |
BCC recipients | Office copy email |
Invoices
Customer & Booking Invoices from Admin Web (Both Offer and Form)
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Chosen recipients |
CC recipients | None |
BCC recipients | Office copy email |
Booking invoices from Participant Web
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Main Project leader |
CC recipients | Project invoice copy address |
BCC recipients | Office copy email |
Credit card payments
Credit card payments from Admin Web
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Chosen recipients |
CC recipients | None |
BCC recipients | Office copy email, Office CC receipts email |
Credit card payments from Participant Web
Sender name/email | Main email sender (Office, Team, Project manager or Custom), set in Project settings |
Receiver | Main Project Manager |
CC recipients | Project invoice copy address |
BCC recipients | Office copy email, Office CC receipts email |
Other
Password reset
Sender name/email | |
Receiver | The user who chose to reset the password |
CC recipients | None |
BCC recipients | None |
Name reporting reminder
Sender name/email | |
Receiver | Main Project Manager |
CC recipients | Office sender email |
BCC recipients | Office copy email |
Useful information
If "Office sender email" is empty "Office email" will be used instead
If "Office name" is empty "Office sender email" will be used instead. Otherwise "Office email" will be used.
Each project has two senders. The main email sender is used for offers and invoices. The participant email sender is used for invitations, registration confirmations, and participant and booking emails. If no participant email sender is set, the main email sender is used.