Sending Emails with Process Manager : SierraCRM

Sending Emails with Process Manager

Sugar Workflow | Process Manager 4.5 Forums Process Manager Support Forum Sending Emails with Process Manager

This topic contains 0 replies, has 1 voice, and was last updated by  William Convis 2 years, 8 months ago.

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    William Convis
    Keymaster

    Process Manager has extensive email capabilities. You can choose to send an email as part of a business process. For instance, you may want to send all new leads a welcome email, or send the Account related to a Case and email when the Case is Closed. When you setup a Process Task to send an email you need to first create an Email Template in  the Email Templates module. Process Manager uses Email Templates that you create and is able to fill in data in the template that is related to the Process Object.

     

    This new version of Process Manager has been completely updated for sending emails. The new features allow you many options on who gets the email. Process Manager can now be setup to find the email addresses for just about any module and field, as long as the module is related to the Process Object. Here are some examples of the new Email Functionality:

    • Send Emails to any Person Module in Sugar
    • Send Emails to an email address that is a custom field on the process object
    • Send Emails to an email address that is a related module to the process object
    • Send Emails to an email address that is a custom field on a related module to the process object
    • Send email to all objects related to the process Objects
    • ie: send email to all contacts related to an Account
    • CC Emails
    • Send Emails to object owners
    • Send Emails to Past Object Owners and Modifiers
    • Send Emails to fixed email addresses
    • Set To, CC and BCC address types
    • Send Emails from Sugar Group Email Accounts
    • Send Emails to All members of a Role or Team
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