Community Edition - Edit leads notification email

[Shairal]

Is there a way to edit the outgoing email that is produced when a lead is entered? We would like to change the subject line, and add a few more fields to the body of the email to give the recipient a clear picture of the new lead.
Thanks in advance for your assistance!

[zhunter]

It's pretty easy...

You need to edit the following file in your SugarCRM installation to change the email notificaiton messages (not just lead messages).

/include/langugages/en_us.notify_template.html

Here is an excerpt from the file that you will need to edit to match your requirements.

<!-- BEGIN: Lead_Subject -->
SugarCRM Lead - {LEAD_NAME}
<!-- END: Lead_Subject -->
<!-- BEGIN: Lead -->
{ASSIGNER} has assigned a Lead to {ASSIGNED_USER}.

Name: {LEAD_NAME}
Lead Source: {LEAD_SOURCE}
Status: {LEAD_STATUS}
Description: {LEAD_DESCRIPTION}

You may review this Lead at:
<{URL}>
<!-- END: Lead -->

The varibles used in your file are passed in by the calling page /modules/leads/lead.php in the set_notification_body function.

function set_notification_body($xtpl, $lead)
{
global $app_list_strings;
global $locale;

$xtpl->assign("LEAD_NAME", $locale->getLocaleFormattedName($lead->first_name, $lead->last_name, $lead->salutation));
$xtpl->assign("LEAD_SOURCE", (isset($lead->lead_source) ? $app_list_strings['lead_source_dom'][$lead->lead_source] : ""));
$xtpl->assign("LEAD_STATUS", (isset($lead->status)? $app_list_strings['lead_status_dom'][$lead->status]:""));
$xtpl->assign("LEAD_DESCRIPTION", $lead->description);

return $xtpl;
}

Just look at the var in the Lead.php and Person.php, to find what you can access via the $lead property in the function.

Good Luck,

Zach Hunter

[jbeauchamp]

Anyone know where <{URL}> comes from? Its not set in the set_notification_body function and in my instance the email sent is displaying an incorrect link to the Lead. The site_url seemed like a logical value to use to create this URL but that value is correct and the email link is not.

********
So I found where the URL value comes from (data/SugarBean.php) and it does appear to use $sugar_config['site_url'] to create the URL. The site I'm working on has multiple instances and uses virtual hosts so I think my problem has something to do with that.
********

SugarCE 5.2.0d

Thanks,
James

[Dale Thomas]

On this subject.

How do I add custom fields to the email lead notification?

I have a custom field lead_comments_c

So I added it to my file
Name: {LEAD_NAME}
Lead Source: {LEAD_SOURCE}
Status: {LEAD_STATUS}
Lead Comment: {lead_comments_c}

But that is not seeming to work.

Any ideas?