Hello,
Currently running SuiteCRM in Version 7.7.4
I’m trying to create a workflow when adding new leads.
First step is to create a task to send some information to the new lead. By now it should be done manually, just by creating a new task and assigning it to the sales guy. I’d like to use some variables in the subject line of the task like $contact_name and others to have a visible difference between a number of tasks created
And I’d like to have some more information coming from variables inside the task description. But both, variables in task subject and in task description, does not work. Variables are not filled with the value but still having $contact_name in the description.
Second step is to send an email to an external email address. I’m using an email template for this. This also includes the $contact_name variable (for beginnig that is enough). Neither the using of that variable works in the email subject nor in the body of the mail. It looks like it’s name ("$contact_name") is remove or filled up with spaces.
Since we need both working in our company, I’m trying desperately to make that work.
What do I have to do to have it working? Is it a bug in my version of SuiteCRM and do I have to update?
Any hints for me to make it working?
Any help is greatly appreciated!
Regards
Olaf