Automatic Emails

đź’¬ General Discussion
1

Hi,

How do I start automatic emails?
For example someone sends me an email and automatically gets one to say that we will review the request

I await a reply, please.

2

Hi

there isn’t an “automatic emails” feature, as such, in SuiteCRM.

There are Workflows which are able to send emails, so you can configure certain conditions (like for example, Lead creation, or Contact saved) to trigger emails.

If you really need just an email automation maybe you can look at options given to you by Email apps (Thunderbird, for example) or online services.

1 Like
3

Hi.
The solution that i am looking for is this:
I need to automaticaly register an occurency/issue/contact based in an email received by a client.
I also needed to redirect that email to a suiteCRM user email or user group and assign that issue to the user or group account.
Is that possible?
Thanks in advance.
joaoleal

4

You can work with record assignments, they work for every record in SuiteCRM, no matter which one (Leads, Opportunities, etc). You just fill the “assigned to” field.

They are always for one person only, not groups (this is on purpose, to ensure responsibility).

They will generate assignment notification emails to the person receiving the assignment.

Normally, people like to use the “My” dahslet on their Homepage to keep track of their work lists. These are simply lists of some record (eg… Leads) filtered down to include only “My Items”, meaning, items assigned to me.

This is a powerful mechanism and can be used to easily transfer a Case, a Contact, etc., from one person to another inside the company.

In your case if the customer’s emails are handled to open an opportunity, you can assign the new record so that it sends out a notification email; or you can just save it and have a Workflow do other actions (including email).

If you really need a concept of “group assignments”, you hav to use a different mechanism based on Security Groups. You basically make the records visible only to a group, and users work with List views to track their work lists.

I hope this helps.