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Why are related Contacts for an Account not available when emailing a Quote?

Knowledge Article Number 000130359
Description When emailing PDF quotes, the 'Additional To', 'CC', and 'BCC' lookup fields do not have the option to select Contacts on the related Account.
Resolution At this time, the option to select Contacts from the related Account when using the lookup for 'Additional To', 'CC', and 'BCC' fields will only be available when sending an email from the Account or a directly related record (such as a Contact or an Opportunity).

Because the Quote is related to the Contact (via Contact Name) and the Opportunity (where the Quote is established), the lookup capability will only allow for a search of users in the organization, as there is no directly related Account.

To work around this limitation, you can:
  • Generate a Quote .pdf, and then attach this document to an email sent from the Account, Contact, or Opportunity record. This will allow you to both send the Quote and use the lookup to search for related Contacts.
  • Manually enter additional email addresses into the recipient fields rather than using the lookup field.

The following Idea at our Ideas Exchange suggests we expand functionality of these lookups, which would resolve this issue.

Send an Email: Make CC and BCC fields lookup fields for ANY Contact 

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