Set email CC or BCC

In the Mail Merge wizard you can only specify the To field. Setting CC or BCC can be done using the Process Designer:

  1. Mail Merge > Tools >  Process Designer
  2. Select the process
  3. Select the Send Mail activity
  4. In the property panel on the right add to the property CC or BCC can be either a fixed string my@email.com or, if you want to have a different CC for each record you process, you can insert [Field:E-mail Address], where E-mail address must be the name of the field where you store the email address - similar to how it is done with the To field.