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Thread: How to notify employees via email

  1. #1
    iBec is offline Member
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    Aug 2009
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    Default How to notify employees via email

    I must be missing something really simple here, but I've wasted about an hour trying to figure out how to notify employees via email when new tasks are assigned to them. There must be a way to have this automated right? I went through the Wiki and couldn't find an answer.

    Thanks for the help.

  2. #2
    sugarcane is offline Sugar Community Member
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    Apr 2005
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    Chicago, IL
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    Default Re: How to notify employees via email

    Hi iBec,

    In Admin--> Email Settings, there is a checkbox called 'Notifications On?'. This checkbox must be checked, and you must have the system outbound email settings in this area populated.

    Then, for each individual user, they must have their 'Notify on Assignment' checkbox checked and an email address populated.

    When the above are set, anytime one user creates or updates a record and assigns it to a different user, the user who was assigned the record will receive an email notification.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    iBec is offline Member
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    Aug 2009
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    Default Re: How to notify employees via email

    Thanks, I thought I had done all that. I'll go back and start going through it again.

  4. #4
    iBec is offline Member
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    Default Re: How to notify employees via email

    I had all of those steps completed, and still no email. Maybe I'm missing something really obvious. Any other ideas?

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