I just noticed a slight inconsistency between Emails being sent via Workflow and Emails being sent manually from a Lead record, using the same email template.
When sending an Email (template) from a lead record, I can use the field names such as $contact_last_name, and the sent email will contain the Lead’s last name. This is great because it allow you to use the same email template for leads and contacts.
When sending an Email (template) via workflow, I must use the field name $lead_last_name for the sent email to contain the record data from the lead. Otherwise I get empty spaces or “nbsp;”.
Also, when sending emails via workflow with email templates:
Field names that point to fields from another module don’t show up the same in subject line as they do in email body:
- in subject line: shows up as "Â "
- in email body: shows up as " " (space)
Can somebody please check if this is still the case in the newest SuiteCRM version? I saw they made lots of changes to the email behavior.