Copy me on client texts and emails

Settings → Profile (Business profile) includes Copy me on client texts and emails. It is off by default — turn it on when you want Bcc on client mail and your phone on client texts.

When on
Email quote and other client email handoffs BCC the business email on your profile.
Text / SMS handoffs to clients include your business phone as a second recipient so your messaging app keeps a copy in the thread.

When off
Only the client receives the handoff; you rely on your mail or SMS app history if you need a record later.

What this does not change
Help & feedback, exports, and accountant packs are not BCC’d.
• You still send through your mail and messaging apps—N78-Ops prepares the message and opens the handler.

Set a valid email and phone on the same profile screen so copy-me can work.

← All N78-Ops help topics