Lead Assignment Notice - Need to Add Email

[cstearns]

I would like to add the email of the lead to the notification message that is sent when a lead is assigned.

SugarCRM Open Source v5b
IIS

I have edited the /include/language/en_us.notify_template.html as follows:

Name: {LEAD_NAME}
Email: {EMAIL1}
Phone: {PHONE_WORK}
Lead Source: {LEAD_SOURCE}
Status: {LEAD_STATUS}
Description: {LEAD_DESCRIPTION}


I have edited the /modules/leads/lead.php as follows:

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);
$xtpl->assign("EMAIL1", $lead->email1);
$xtpl->assign("PHONE_WORK", $lead->phone_work);

return $xtpl;
}

The email field does not get assigned to the notice email message.

I have also tried print_r($lead) This shows that the email1 variable to be empty.

How do I get the lead email into the notice message. Also does anyone know if it is possible set the reply-to of the notice message to the lead email address?

Thank you for your help.

[andopes]

Hi, cstearns

In the SugarCRM 5.0 the Person and Company modules (Prospects, Leads, Accounts, Contacts) has no more the email1 and email2 fields, now the emails fields are in the table email_addr_bean, so you have to get the lead email from this table.

Cheers

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[cstearns]

Thanks for the tip. How do I make the lead email address available to the set_notification_body function in lead.php?

[andopes]

Hi, cstearns.

You can do this using this code:

 $emails = $focus->emailAddress->getAddressesByGUID($focus->id, 'Leads'); 
  

$emails is an array containing all addresses for the current $focus.

Cheers

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[smealy]

Is it possible to get just a little more detail?

I am not a PHP developer so I am struggling trying to figure out how to implement the solution shown.

The file containing the templates for all assignment notifications is an html file and references variables that <> field names in the tables so there must be a file somewhere that declares those variables...is this where to include this command?

I desperately need to add information to the default template, right now I use a workflow triggered email that means the sales people get two notifications. This annoys them :-)

Thanks!

[derek.fischer]

I'm looking to do the exact same thing you were requesting a while back. Any chance that you could post what you ended up doing? I too am not a PHP programmer and could use some assistance.

Thanks,

Derek

[marklark]

This seems like it might be better achieved using an on-change logic hook for leads.

The current solution here doesn't seem to be upgrade safe.