This part works:
I setup a workflow that creates a new invoice upon changing Opportunity Sales Stage to “Closed Won”. The new Invoice record gets assigned to same user as opportunity.
Upon new invoice being assigned to user, the user receives an email notifying him/her of the new record (if setup in admin to do so). So far so good.
This part doesn’t work right:
Now in the Notification email, the link to the Invoice is correct, but everything else about this email is wrong and depends on how I changed the opportunity sales stage to “Closed Won”:
1. Change opportunity sales stage via inline edit
If I change the sales stage via inline edit, I receive an Email with the following text:
Subject: “SuiteCRM - Assigned Home”
Email Body:
"[user name] has assigned a(n) Home to [user name].
You may review this Home at:
[correct link to new invoice record]"
2. Change opportunity sales stage via full edit view:
If I change the sales stage via inline edit, I receive an Email with the following text:
Subject: “SuiteCRM - Assigned Opportunities”
Email Body:
"[user name] has assigned a(n) Opportunities to [user name].
You may review this Opportunities at:
[correct link to new invoice record]"
Has anyone else seen this? Is this a bug?