How to Add CCs to Tickets in BoldDesk
You can add CC (carbon copy) recipients to support tickets in BoldDesk through multiple channels either during ticket creation or ticket updates. Each method ensures relevant stakeholders are notified and can follow ticket updates.
Add CC via Email
By activating the feature that permits users to add CCs (carbon copies) via email, your clients can include additional recipients in their email-generated support tickets. Additionally, when replying to emails, they can include CC recipients and these addresses will be automatically added as CCs in the corresponding ticket.
Add CC via Agent Portal
Agents can manually add CC recipients during ticket creation or while updating existing tickets.
Options:
- While creating a ticket: Add CCs in the ticket form.
- On ticket details page: Add or remove CCs at any time.
Add CC via Customer Portal
Contacts can add CC when creating a ticket or while replying to the ticket in the customer portal by entering the CC emails in the designated CC field, separating multiple emails with a semicolon.
Removing a CC recipient ensures they no longer receive updates or replies related to a ticket. This can be done through the Agent Portal, Customer Portal, or via the API as long as the change is made before sending a response.
How to Identify CC Field Updates by Agent, Customer and Automation Cases
BoldDesk logs all CC field changes in the ticket History tab, allowing you to trace who made the update.
CC Field Updates by Agents
When updates are made to the CC field by an agent, it displays “{Agent name} made changes.”
CC Field Updates by Customers
When customers make updates to the CC field in the customer portal, the ticket history tab displays “{Customer name} made changes.”
CC Field Updates by Email
When updates are made to the CC field by Email Automation, the ticket history tab displays “{System Email Automation} made changes.”
Frequently Asked Questions (FAQ)
Q1: Can I add multiple CCs at once?
Yes. Use a semicolon to separate email addresses in the CC field.
Q2: Can CCs be removed after a ticket is submitted?
Yes, as long as the change is made before a response is sent.
Q3: Will CC recipients receive all ticket updates?
Yes, unless they are removed from the ticket.
Q4: Can automation rules add CCs?
Yes. You can configure automation to notify or add CC users based on ticket events.
