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Send an email alert to the Field “assigned to" & auto populate opportunity name and the account when we create a contract

SuiteCRM Forum - English Language SuiteCRM General Discussion
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#1

Hi,
I am using Suite CRM Version 7.8.8 Sugar Version 6.5.25 (Build 344) and i have two queries:

  1. Is it possible to send an email alert using Workflows to a field? For instance, i want to create a condition when an invoice is created, sent or paid, then send an email alert to the sales person assigned to that account/customer

  2. When creating a contract, how i can i auto populate the Opportunities & Accounts fields since they are already related fields?

Perhaps someone has come across this and could help.

Thank you in advance.