Powered by Blogger.

Emails Sent by vtiger CRM


vtiger CRM 5.4.0

vtigercron

ServiceSend Reminder
PurposeSend an email to remind of an upcoming activity. Send Reminder check box must be marked.
From address$HELPDESK_SUPPORT_EMAIL_ID
TemplateIt is a mix of hard coded and template from the notification section. The hard coded parts are translated depending on the $default_language variable. The position of those strings is fixed and would need changes to the code to modify.
Sent tovtiger CRM Users related to the activity. Not sent to contacts nor accounts.
ServiceScheduled Report
PurposeGenerate a report and send it by email.
From addressFrom Email field in Outgoing Server Configuration !?!?!
TemplateHardcoded. Translatable.
Sent tovtiger CRM Users selected when scheduling the report. Not sent to contacts nor accounts.
ServiceScheduled Import
PurposeSend email informing on the result of a scheduled import.
From addressFrom Email field in Outgoing Server Configuration !?!?!
TemplateHardcoded. NOT Translatable.
Sent tovtiger CRM User who launched the import. Not sent to contacts nor accounts.
ServiceWorkflow
PurposeMultiple and varied.
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toMany. Depending on email workflow configuration
ServiceWorkflow: Send Email to user when Notifyowner is True
PurposeSend an email on account/contact creation when the Notify Owner field is true.
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toUser assigned to the account/contact. Not sent to account nor contact.
ServiceWorkflow: Send Email to users on Potential creation
PurposeSend an email on creation of opportunity.
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toUser assigned to the opportunity
ServiceWorkflow: Send Email to user when Portal User is True
PurposeSend an email on Portal User (contact) activation to the user assigned to the Contact, this is NOT the portal access details email.
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toUser assigned to the contact
ServiceWorkflow: Contact Creation or Modification
PurposeSend email with Portal User (contact) access details to Contact.
From addressemail of the user activating the portal access
TemplateTemplate from email templates.
Sent toContact being activated
ServiceWorkflow: Ticket Created from Portal
PurposeEmail confirmation of ticket creation from customer portal.
From addressemail of the contact creating ticket
TemplateHard coded. Translatable.
Sent toContact creating ticket and User assigned to the ticket
ServiceWorkflow: Ticket Updated from Portal
PurposeEmail confirmation of ticket comment/update from customer portal.
From addressemail of the contact creating ticket
TemplateHard coded. Translatable.
Sent toUser assigned to the ticket
ServiceWorkflow: Ticket Change, not from the Portal
PurposeEmail confirmation of ticket comment/update from vtiger CRM.
From address$HELPDESK_SUPPORT_EMAIL_ID
TemplateHard coded. Translatable.
Sent toContact related to the ticket and User assigned to the ticket
ServiceWorkflow: Events when Send Notification is True
PurposeSend an email on creation of calendar event that has the “Send Notification” check box marked
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toUser assigned to the event
ServiceWorkflow: Calendar Todos when Send Notification is True
PurposeSend an email on creation of calendar todos that has the “Send Notification” check box marked
From addressadmin user email
TemplateTemplate based in the workflow editor.
Sent toUser assigned to the event
ServiceStock update
PurposeSend email when product stock is below reorder level. This can be activated for Quotes, Sales Orders and Invoice. By default it is only activated for Invoice.
From addressemail of the user making the change
TemplateTemplate from Inventory Notifications.
Sent toUser assigned to the product going below reorder level
ServiceCalendar Send Invitation
PurposeSend email inviting other CRM users to an event.
From addressemail of the admin user
TemplateHard coded. Translatable.
Sent toUsers invited on event
ServiceTest email to admin user on outgoing server configuration
PurposeSend email confirming correct configuration of the outgoing server.
From addressemail of the admin user
TemplateHard coded.
Sent toadmin user
ServiceLogin details for user on creation
PurposeSend email with login details of a user being created.
From addressemail of the admin user
TemplateHard coded. Translatable.
Sent tonew user being created
Servicesend_mail_for_password
PurposeSend email with password to contact trying to recover Customer Portal lost password.
From addressemail of the user assigned to the Contact
TemplateHard coded. Translatable.
Sent toContact trying to recover his password

intimateTaskStatus/executecron

This script launches all the notification email activated in the section Settings > Notification Schedulers
Servicevarious important events in the system
PurposeNotify admin user of certain important events that happen in the system.
From addressemail of the admin user
Templatebased on template in Notification Schedulers
Sent toadmin user

SendSupportNotification


This script launches special notifications to the contacts that have their customer portal due to expire soon. An email is sent a month and a week before expiration.
ServiceSupport Due to Expire Notification
PurposeNotify contact that their customer portal access is due to expire soon.
From address$HELPDESK_SUPPORT_EMAIL_ID
Templatebased on template in Notification Schedulers and email templates
Sent toContact
    Blogger Comment
    Facebook Comment