Keep cc and bcc participants out of automatic profile association
CC and BCC addresses on an inbound email are recorded for display and for a later Reply All, but never used to create or associate a customer profile — a deliberate contrast with the personal-mailbox sync path, which does match CC addresses for Activities.
When this happens: An inbound email with CC/BCC participants is captured.
How it works
- Captures an email to *
[email protected]*, Cc'ing *[email protected]* — a colleague of the customer's, not previously known to the CRM. - Identifies the sender from the
Fromaddress only and associates the conversation with that Contact. - EasyCRM stores the Cc address on
EmailMessageHeader.Ccfor display and for a later Reply All, without queryingContactChannelIdentityfor it. - Does not create a Contact, does not create a
ContactChannelIdentity, and does not associate the conversation with the Cc'd address — even though it appears on every message in the thread.
Other paths
The cc'd address later writes directly
The address later sends its own email as a From sender on a separate message. It is identified normally via UC-21.7, independent of its earlier CC appearances.
Good to know
- The personal-mailbox sync path (FR-09) matches CC addresses to Contacts for Activities; that behavior is unchanged and does not apply to company-mailbox conversations.