PATCH: E-Mail sending w/ Templates from SugarCRM

[kje]

Hi all,

I wish you a great New Year! Thank you again for this fine piece of CRM toolkit.
Today I have a small, but useful patch for the Emails module:

Send E-Mails within SugarCRM!

betteremail4.patch 0.7

Features:
- Create Email as normal and send it directly to your customer
- BCC to assigned User
- Popup support for Contacts
- Template based mail-merging
- Easy to use variable set
- Language coding for Templates (currently [EN] and [DE])
- Uses your email-notification settings from admin
- No DB modification needed
- Based on SugarCRM 2.0.1e

Todo:
- Signature support for Users
- Better handling of empty fields
- CC support for additional recipients
- Attachments (multiple)
- Integration with Vlados popsicle
- ... <post requests>

Installation and Usage:
1. Download betteremail4.patch.zip
2. Duplicate your SugarCRM root Folder (!!!)
3. cd to your dir containing your SugarCRM root Folder
4. Test patch:

patch -p1 --dry-run --verbose -d [YourSCRMrootFolder] < [your_path_to]/betteremail4.patch

5. Watch for errors (I'm no expert on diff/patch
6. Real thing:

patch -p1 --verbose -d [YourSCRMrootFolder] < [your_path_to]/betteremail4.patch

7. Log into SugarCRM
8. Create Contact with lastname "MAILTEMPLATE", other data as needed

9. Create E-Mail using that template:
Subject:

Great news for {CONTACT.ACCOUNT_NAME}. betteremail4.patch! [EN]

Description:

Dear {CONTACT.SALUTATION} {CONTACT.FIRST_NAME} {CONTACT.LAST_NAME}, 

thank you for using SugarCRM with betteremail4.patch. 
Hopefully it will be of great value to {CONTACT.ACCOUNT_NAME}.

Thank you again and
best regards

Kurt J. Egger

10. Save this Email
11. Go to another contact, select "Create Email"
12. Click on "Use Template"
13. Select template in the popup window
14. Send your E-Mail

Please check:
- Correct setup of your email settings in admin (notification are working)
- The users which uses "Send" must have notifications on


I am looking forward to 2.5 - maybe this patch can make it to the standard release.


Kurt J. Egger

[Vince]

Thanks for the great work and all your explanations to install it.
I don't have too much time to try it now but I probably will in the next weeks.

Seems to be a very interesting improvement.

Vince

[john]

Great work Kurt!!
John
SugarCRM

[wadii]

Excellent work Kurt


Wadii

[Glen]

Sounds great, Kurt.
after several attempts, the .zip seems it be corrupted. Anyone else?

[kje]

Sounds great, Kurt.
after several attempts, the .zip seems it be corrupted. Anyone else?

Sorry for the troubles, it is in cpio format (created with ditto on os x)

This one is pkzip compatible (see attachment)

regards,

Kurt

[ahadisaar]

Sounds interesting. How can I install it on a Windows based system?

[dirkband]

I agree. A patch for the MSWindows users would be nice.

[jthurman]

Do you have an updated patch for 2.5, or will the 2.0e patch work?

[malcolmh]

Hi,

the programs sounds very interesting. Does it work with SugarCRM 2.5, how do I get it to work using windows?

Cheers Malcolm