Auto E-Mail

[DanBrown]

Hi,
Im using Sugar 5.0.0g,
Is there a way to get the CRM to automatically e-mail a customer with their account/case number?
If not is there a way of automatically generating an e-mail with this information and then manually sending it?

Many Thanks.

[roblaus]

Don't crucify me if I am wrong!

Currently (5.0) there is no auto assignment of incoming emails. Hence you have to use the quick create button in the email module (open the email if you do not see the quick create menu - there is a display issue with ff3 and opera).
In the admin section - inbound emails you have the possibility to set up an auto reply. This will show the case number in the subject line. So it should work to assign an email to a case and the auto reply will kick in.
I did not test this in the current version though.
In 5.1 an auto assignment will be possible and subsequently an auto reply with the case in the subject line. All following mails will be assigned automatically to the case in question as long as the e.g. [CASE xy] is shown in the subject line.

rgds
rl

[andopes]

Hi Dan.

If you know programming you can create a logic_hook before_save.
This logic_hook should email the created by user when he create a new case.
This is pretty easy to do and there are tutorial about it in Sugar Wiki.

I short words:
1. Create the file custom/modules/Cases/logic_hooks.php;
2. Add an array which will define the logic_hook itself, the file, class and method to be invoked;
3. Create a file containing a class and the method to be invoked. The logic will be enclosed in this method.

Best regards.

[DanBrown]

Thanks All,

Unfortunately I have very limited programming knowledge and not enough to create these logic hooks. Could you point me to the specific tutorial so i can have a look.

Thanks.

[andopes]

Hi Dan

Take a look at this article:

http://www.sugarcrm.com/wiki/index.p...gic_with_hooks.

It is a good start up.

Cheers