E-Mail Templates with link to new created Items

đź’¬ General Discussion
1

Hi,

One of my workflows, creates a new project when an opportunity status is changed to X. I wonder if it’s possible to include a “Link” in the email notification to the newly created project, just like there is a link to “view a new lead” when we get a notification email for a new lead?

Related to the above, is there is a way to edit the “notification” email sent by the system, when there is a new lead? I dont find this in the email templates.

Thanks

2

In your email_template create a link with this value http://your_suite_crm/index.php?action=DetailView&module=Project&record=$project_id

And for basic notification you can copy the file include/language/en_us.notify_template.html to custom/include/language/ and modify the file as you want

best regards

3

About customizing the notifications (following Mike’s advice)… what SuiteCRM version are you running?

These files were greatly modified recently (7.7.6 if I remember correctly) and maybe you’ll save some work if you make sure you start customizing from a recent version.