How does FYI handle emails with BCCs?

Using BCC when emailing multiple clients can cause filing and threading issues in FYI. This is because emails with BCC recipients are threaded in the same way Outlook handles them, based on the email subject and visible recipients. As a result, replies may not file or thread correctly against each individual client, and conversations can become difficult to manage.

For this reason, using BCC is not recommended when sending emails to multiple clients.

Instead, FYI recommends using a Custom Automation Process. 

Using a Custom Automation Process

A Custom Automation Process provides an efficient way to communicate with clients, where each client receives an individual email filed within FYI.

• Each email is automatically filed under the correct client.
• Replies are correctly threaded in FYI.
• Each email has its own lifecycle, including Tasks and follow-up actions.

A Custom Automation Process can be run from the Clients List for up to 50 clients at a time, making it easy to send consistent communications to multiple clients while maintaining clean records in FYI.

Refer to Setting up Custom Processes.

Small Numbers of BCCs

There may be instances, such as if there are small numbers of email addresses in the BCC, that the following is an alternative way to handle any replies to a conversation thread that was started with BCCs:

• On each of the replies, you can drag and drop that email into the FYI to import it (refer to Drag and Drop). Then manually file these in FYI to the respective client.
• At this point, the imported email is effectively a new copy of the email. 
• If you reply to that new email in FYI, it will create a new thread.

A couple of items to note:

• If the client replies independently on the original thread, their reply will thread with the original email.
• The new copy of the email in FYI will not have all attributes of emails auto-filed, such as attachment indicators, from, to etc.

Threading of Emails with BCC recipients

Emails with BCC recipients are threaded in the same way that Outlook threads them. They are threaded using the subject and recipients.