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Thread: Super Button!!!

  1. #1
    DanBrown is offline Senior Member
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    Jul 2008
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    Lightbulb Super Button!!!

    Hi All,

    Im using Sugar 5.1.0
    MySQL client version: 5.0.45
    phpMyAdmin - 2.11.2.2

    The scenario is, the customer calls, a staff member picks up the phone and fills out the details of the case.
    What i want to happen next is the staff member presses a "Button" after completing the case and this opens up the e-mail composer, but more importantly pre-fills it with the Case Number in the subject line and a pre filled e-mail body that is specified by myself

    i want the layout someting like this,

    Subject: Please retain for your records [CASE NUMBER]
    Body: Please quote the case number if you have to call us back

    Regards,
    Service Department

    What would be more amazing is if the e-mail didnt pop up but just sent to the customer automatically upon pushing the "Button" however i know this is a bit of a long shot.

    Many Thanks in advance

  2. #2
    sugarcane is offline Sugar Community Member
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    1,207

    Default Re: Super Button!!!

    Hi Dan,

    You could create an email template with the appropriate variables and save the template. Them, in the Detail view of a case, you can just click the 'compose email' in the activities subpanel. This auto creates an email which will link to the case, and you can choose your email template.
    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
    DanBrown is offline Senior Member
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    Default Re: Super Button!!!

    Thankk,

    this works really well, however is there a way of inserting more than one variable in the template?

    Also this is a 'moon on a stick' request but can you automate the sending process after clicking "Compose Mail" at the bottom of the case?

    Also is there a way of getting the [CASE%1} into the body of the mail aswell as the subject automatically? surely a small bit of PHP?
    Last edited by DanBrown; 2008-09-29 at 07:16 AM.

  4. #4
    DanBrown is offline Senior Member
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    Default Re: Super Button!!!

    bump......

  5. #5
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Super Button!!!

    With Email Templates you can insert as many variables as you'd like. Just put the cursor in the body, choose the variable (the chooser is right above the subject), and click "Insert". Or just insert them by hand using the following structure:
    $modulename_fieldname
    e.g. $account_name, $contact_first_name, $case_case_number, etc.

  6. #6
    DanBrown is offline Senior Member
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    Question Re: Super Button!!!

    Hi thanks for your help,

    Getting the case number in the body of the e-mail would be great, iv tried your sugestion of:
    $case_case_number
    $cases_case_number

    Neither get the case number into the body, any ideas why?

    Cheers

  7. #7
    DanBrown is offline Senior Member
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    95

    Question Re: Super Button!!!

    Any Ideas...

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