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Thread: E-mails

  1. #1
    miggy282 is offline Junior Member
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    Default E-mails

    how would one send a templete e-mail to a lead/account/case ??

  2. #2
    Meyer is offline Sugar Community Member
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    Default Re: E-mails

    pro or ce?

  3. #3
    sanjaykatiyar1's Avatar
    sanjaykatiyar1 is offline Sugar Community Member
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    Default Re: E-mails

    While sending an email to lead/case there is one option for selecting the email template. So first create the email template then use it.
    Sanjay Katiyar
    iPhone and Android solutions http://www.apptility.com

  4. #4
    miggy282 is offline Junior Member
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    Default Re: E-mails

    Quote Originally Posted by sanjaykatiyar1 View Post
    While sending an email to lead/case there is one option for selecting the email template. So first create the email template then use it.
    Thanks for your quick responce, i already created my templete but i can not find any option or function which will enable me to send the pre-wriiten templetes to my leads

  5. #5
    Meyer is offline Sugar Community Member
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    Default Re: E-mails

    if you want to send to more than one. the use campaign. if you want to send to a singular person then underneath bu activities is email.

  6. #6
    mailfrd is offline Senior Member
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    Default Re: E-mails

    I need to create a email button in detail view of custom module to send out email to the person for whom the record is being created...i tried using the mail() function but hasn't been able to make it work...do u have any insight on this?

  7. #7
    sanjaykatiyar1's Avatar
    sanjaykatiyar1 is offline Sugar Community Member
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    Default Re: E-mails

    miggy282,
    Lead detail page => Compose Email (in the subpanel) => Then there is double angle bracekt (<<) at right, click this. Then you find the Template dropdown.
    Sanjay Katiyar
    iPhone and Android solutions http://www.apptility.com

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