Hi,
Variables works on only Accounts,Contacts and Leads module,So you try with these modules definetly it works.
It was the leads I tested from. Maybe I used the wrong shortcode then?
I wanted to draw user/sales reps mail and name into the email when one of our employees sent a emailâŚ
Which shortcode is the correct ones for your own employees (e.g. your own users in the system)?
I wanted to print in their name and their email into the emails they send.
Thanks
I donât think thatâs possible. You may be able to get the assigned user for the lead.
$lead_assigned_user_name
or
$contact_user_name
Youâll have to test.
Well my point here / idea was not be able to do one generic template instead of having to do one personalized email template for each employee which is both time consuming and also will bloat the list of loadable templates in the systemâŚ
When I mean e-mail templates I mean this of course:
and of course each users own personal email.
It is / would be way easier/faster and less cumbersome to print their email addresses and their full names into the email which they are sending than having personalized templates.
I know exactly what you want, you can try the options I provided and see if they work for you. I personally wouldnât trust it even if you got it to work because it really depends on the record youâre sending the email to and it may not work in all cases, even if it works in one case. The first example I gave you will probably only work if sent to a lead and the second one will probably only work if sent to a contact.
I think @pgr has a ready made solution for this with his add on that would solve your problem.
Right got it, thanks.
So how do you do this yourself? (I hope you do not mind).
Do yo really make a personalized templates for each of your sales reps /employees?
Thanks you very much in advance. 
I just donât include the signature in the template. It gets inserted automatically when you create an email if you have your personal signature set up.
Right ok.
I see⌠
Well the personal signature has been quite unreliable for me. Sometimes it doesnât load other times it loads as pure text and you need to refresh it to load properly.
To be honest when I think about it @pstevens âŚ
I never seen the personal signature be loaded after the (custom) e-mail templates so it is the first time I ever heard about it. So Iâm quite surprised to read that⌠
When I pick email template from the list it is sent with only that. can confirm it of course because I seen many times when customer replies back. The email signature should then have been listed twice.
I think there was a change to make this happen recently, a few versions back I think it wiped out the email signature.
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Interesting indeed.
Thanks for sharing the screenshot. 
I wonder why yours is doing it (Adding the signature below) and mine is not adding it. 
Never seen that. 
But on the flipside Iâm quite happy it doesnât for now because it will require a lot of work from me with re-coding templates etc. 
Shortcodes would be nice though if I could get them working for meâŚ
I used this in the system because I thought that was the right one, (Well it made logic sense to me with âemployeesâ in SuiteCRM).
But I will test your suggestion of short codes of course.
Thanks again!
Kind regards
In your example above, that would only work if you were sending the email to an employee.
The field must be in the record your sending the email to, otherwise it wonât work.
I have used the assigned to in the past and that is a workable solution because your sending to a contact, typically you are the sales rep assigned to that contact and âassigned toâ is in the contact record.
So what is your company´s employees (E.g. registered CRM users), defined as?
Obviously what I want to accomplish is to be able to use a generic shortcode for our employee/CRM userâs @username @mail to be printed automatically when they send a email to a prospect in leads or opportunties. That way its enough with one template each each typeâŚ
The code doing the replacements is really basic, itâs generic for all modules and does not really understand anything about the context of where youâre at. All you get are the fields of the record that you are currently on.
I did a full rewrite of all that for my add-ons, not just some minor adaptations or fixes, because it just is not a good starting point. Way too basic for what people require from a CRM. Thatâs why there are all these threads here of people complaining that they arenât able to reach some âobviousâ piece of information required for their purposes.
So the rule here is: try it, if it works, cool, if it doesnât, donât waste your time wondering why.
Often, a good workaround is to have workflows âpullâ related information into the record (into some unused field) with what you need; and then that information is available to the code that does the replacements.
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Well my idea thought was that it was drawn from the SuiteCRM user (e.g. employee in my logic peanut brainâs way of thinking 
).
Iâm just been looking for a way to draw the data from SuiteCRM users profile into the emails we send. E.g. as follows the most common stuff:
employee name, title, email, phone number etc. to have in the email signature of employees.
Is there any of these short codes that actually works and draws the data from SuiteCRM userâs profile? 
@PowerQuest short answer NO.
The shortcodes ONLY work if the code pertains to the record the email is realated to.
For example if you have a code for âcontact_nameâ or something like that and the Parent of the email youâre sending is related to the Opportunity, it will not work. It will only work if contact is the parent (sometimes it will work both lead/contact but I never count on it).
The only way any employee shortcodes would work would be if the email was related to the employee then they would get populated no problem. However, thatâs not practical. You want it related to the contact/opp/etc.
I have been able to get assigned_user to work in the past (I think, if my memory serves me correctly) and this could work if the person sending is the account/contact/opportunity manager that is assigned.
Itâs just not built to do what you want. this is exactly why @pgr built his PowerReplacer.
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YeahâŚ
I just want the emails sent be populated with the data of the employee (SuiteCRM userâs profile), so I do not need to to tons of multiple duplicate email templates which over time will be impossible to manage as your number of employees/sales reps grows. So basically figure of speech; one template of each template in the system âto rule them allâ.
Itâs a shame this isnât possible. It would make things so much easier to manage.
Thanks a bunch again pstevens!
Why are you just not using the users custom signature in their profile? Or are these emails sent by workflow?