Overview 

Accounting Seed facilitates the ability to "copy to" (CC) multiple Contacts when emailing Billing Invoices, Customer Statements, or Purchase Orders. The Primary contact will continue to be defined by the:

• Billing Contact field on the Account object for customer-facing statements 
• Shipping Contact field on the Account object for Purchase Orders.

This is accomplished by using Contact Roles on the Account object in Salesforce. Contact Roles are available for:

• Billing and Customer Statement Emails
• Purchase Order Emails

Note: To facilitate the CC to multiple contacts when emailing in Salesforce Lightning, refer to the CC Contacts When Sending an Email in Lightning article.

Note: Up to 10 email addresses can be included in the CC Addresses textbox. 

How Contact Roles Are Used

Once Contact Roles has been added to an Account, any name on the Account can have a contact role assigned. For example, when any names are assigned as the contact role Billing Contact, the associated email addresses populate the CC field in the Accounting Seed billing email created when a user clicks on Create PDF from the Billing screen.

Add Contact Roles to an Account

Users should follow the steps below to set up CC email addresses for each Account:

1. Set up a new Contact Role on an Account by navigating to Setup > Build > Customize > Accounts > Contact Roles.
2. Click New. Add the desired name(s) to the Name field and click Save:
   • For customer-facing statements, Billing Contact is recommended (however it can be any desired descriptive term).
   • For Purchase Orders, Vendor Contact is recommended (however it can be any desired descriptive term). 
3. The API Name field MUST appear exactly as shown below:
   • Billing Contact (with one space between Billing and Contact, no underline, and a capital B and C).
   • Vendor Contact (with one space between Vendor and Contact, no underline, and a capital V and C).
4. On the Account page layout, add the Contact Roles related list:
   • Navigate to Accounting Home and under Master Data Setup click Accounts (Customers & Vendors).
     
     
   • Click an Account and on the Account page layout click Edit Layout.
   • Click Related Lists and drag the Contact Roles related list onto the page layout and click Save.
5. On the Account page, under Contact Roles, click New.
6. To set up the default CC addresses:
   • Click the New button.
   • Choose the contact to be CC'd and select the applicable Role from the picklist.
   • Click Save. The selected name appears under Contact Roles.