First time doing customization related to email functions in Sugar (Community). I understand about logic hooks regarding before_save after_save but in these cases “save” is referring to saving a record, not sending an email. There’s 6 modules beginning with the name Email. Would the below functional be achieved by using a before_save hook in the ‘Emails’ module? If not, what is the best method?
I need to do several things.
- If email link in contacts subpanel is clicked from within a case, relate the email to the parent case, not the contact.
- When sending any email, if it is related to a case, check the body for a case identifier and if not there, add it to the bottom of the message body.
- On incoming emails, scan the body for the case identifier (similar to scanning subject line for [CASE:{number}] and associate email with case if found.
- When sending invoice as PDF, automatically select certain email template.