Email CC Automation
Ensure the right people are always in the loop. Automatically inject CC recipients across Sales, Purchases, Invoicing, and Delivery emails - upgrade-safe and template-agnostic.
| Odoo 18.0 | Enterprise | No Template Overrides | Wizard-Friendly UX | Tested |
What it does
This module auto-populates the CC field whenever users send operational emails from Odoo (e.g., quotations, RFQs/POs, invoices/credit notes, and delivery confirmations). You can define a global CC list or let the system fall back to responsible users — with the option to adjust on the fly in the wizards.
AUTO Global CC PolicyConfigure a global list of CC partners (by email) from Settings. Applied platform-wide to supported flows. |
SMART Sensible FallbacksIf no global list is set, CC falls back to the responsible user per document type (e.g., salesperson or purchaser). |
SAFE Upgrade-ProofNo email template overrides. CC is injected at runtime right before sending, keeping upgrades smooth. |
Where CC is applied
Business Flows
- Sales: Quotation / Order emails, cancellation notices
- Purchase: RFQ / Purchase Order emails
- Accounting: Invoice / Credit Note send wizard
- Inventory: Delivery confirmation emails
Technical Touchpoints
- Generic composer (
mail.compose.message) - Invoice send wizard (
account.move.send) - Sales cancellation wizard
- Mail notifications pipeline (
mail.thread) - Picking flow: “next CC” preview & merge before send
How it works (logic)
|
1
Resolve CC candidatesRead global CC list (partners with email). If empty/disabled, compute fallback (e.g., responsible user). |
2
Prefill the wizardOn opening wizards/composer, CC is prefilled. Users can add/remove CCs before sending. |
3
Inject at sendRight before dispatch, the final, de-duplicated CC list is written to the outgoing message. |
See It in Action
Global CC configuration in General Settings
Credit Note mail wizard — send with auto-populated global CC recipient
Invoice mail wizard — send with auto-populated global CC recipient
Invoice — fallback CC (auto-populated with responsible user)
Sales Order mail wizard — send with auto-populated global CC recipient
Quotation Send mail wizard — send with auto-populated global CC recipient
Sales Order cancellation mail wizard — send with auto-populated global CC recipient
Purchase Order mail wizard — send with auto-populated global CC recipient
Request for Quotation mail wizard — send with auto-populated global CC recipient
Delivery Order - wizard in order to global CC recipient
Delivery Order - Send mail with global CC recipient
Example Outgoing mail with auto-populated CC list applied - 1
Example Outgoing mail with auto-populated CC list applied - 2
Installation
|
1
Install from AppsOpen Odoo Apps and install Email CC Automation (Odoo 18.0). |
2
Optional libsIf needed by your stack: |
3
Email ServerConfigure and test your Outgoing Email Server. |
Configuration
A Global CC List
- Go to Settings → General Settings → Email CC Automation.
- Enable the feature and add partners (their emails) to the global CC list.
- Save — applies to supported wizards and flows.
B Behavior & Fallback
- If the global list is empty, CC falls back to the responsible user per document.
- Inventory pickings provide a “next CC” preview to adjust per operation.
- Partners without an email are skipped; duplicates are de-duplicated.
Compatibility & Notes
Roadmap
Template-level CC
Priority over global configuration.
Per-company Rules
Clear precedence across companies.
BCC Parity
Mirror CC automation to BCC field.
Need help or have a feature request?
We provide quick, friendly support for installation, configuration, and roadmap ideas. Tell us what you need — we’ll get you unstuck fast.
bjit.odoo@bjitgroup.com
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