Modifying Notes email Notifications?

💬 General Discussion
1

When someone creates a Note, the person being notified by email gets a very basic email.

I know it lives in /srv/www/htdocs/include/language/ en_us.notify_template.html

So when you get a Note you just get the very generic template below.

WGCRM - Assigned {OBJECT}

{ASSIGNER} has assigned a(n) {OBJECT} to {ASSIGNED_USER}.

You may review this {OBJECT} at:
<{URL}>

I can see that for some modules it has a lot more info including say MEETING_SUBJECT or CALL SUBJECT
How do I go about adding a section for Notes so that I can add NOTES_SUBJECT… So where do I need to actually try to look to define what the NOTES_SUBJECT is so that I can pass it to this form to use as opposed to just {OBJECT} which in this case is Notes.

So it’s a case of needing to show the Subject of the note, as someone could get 50 notes but only need to action a couple but without seeing what the subject of the note is, they need to go into each note to find out what they are about.

Is this something doable or unlikely that it’s going to be relatively easy to change?

I’ve tried adding {TASK_SUBJECT} but that just comes back blank.

2

So adding TASK SUBJECT worked in that it’s at least now saying what the original task was. But is there any way to create a NOTES_SUBJECT and have that.

3

I’m talking rubbish I think I was dreaming just adding the {TASK_SUBJECT} doesn’t work it’s just blank.

So struggling to see how i can add anything to the note so that they can see what it is about before having to go and check each and every note.

4

OK…

So looking at doing this a different way works. If I create a Workflow. That says when a new note has been created send out an email.

But I am slightly struggling to be able to get it to pick up the userid to send it to. Ideally I want it to be the userid of the user that the note is assigned to, currently i’m doing it but it’s manual if it’s x person then send an email to x person. But I would have to do a lot of these so that i have one of these rules for each person i’m struggling as to what i put in so that it takes whoever it’s assigned to and adds that as the email address to send the email to.

7.4.3

5

Please ignore this it’s a lot of waffling and i need to ask a different question.

So i’ll ask it as a new question. As this one has degenerated and not made a lot of sense, I would delete the question from the forum but cannot see how to :slight_smile: