First, i’m a french guy (hi !), this is important as i may not have the exact word (correctly translated) for my question
So, i would like to create a workflow : when an email is sent to a contact with the subject containing “BAT”, i would like to set up a task “check if i have received an answer from the customer” 3 days later.
I am trying to do this for days now…
I tried with the module email.
This works quite well but i cannot link the task to the customer : i have a task to remind me to check the “BAT” but as i dont have the task linked to the customer account, it is useless.
Then, i have tried to take the Account module and use as the condition “emails:emails” (in each try, i use a condition like : if the subject contains “bat”) to see if the action “create new record” for task is then linked to the customer account.
No success : in this second situation, the condition seems to be never triggered and i have no tasks created.
I also read on some site to use the emails module and link to the customer module with “contact name -> field -> contact” but I can’t see the value “contact” in the dropdown !!
So, my question is :
- where can i find several examples to help me to understand how to create records linked to a customer in example (to avoid to have some record without any link to a customer) (i have found several example for SugarCRM but this is not the same…)
- If somebody could help me to understand how to achieve my simple workflow (but not so simple for me indeed…)
Thanks for any possible help