vtiger CRM 5.4.0
vtigercron
Service | Send Reminder |
Purpose | Send an email to remind of an upcoming activity. Send Reminder check box must be marked. |
From address | $HELPDESK_SUPPORT_EMAIL_ID |
Template | It 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 to | vtiger CRM Users related to the activity. Not sent to contacts nor accounts. |
Service | Scheduled Report |
Purpose | Generate a report and send it by email. |
From address | From Email field in Outgoing Server Configuration !?!?! |
Template | Hardcoded. Translatable. |
Sent to | vtiger CRM Users selected when scheduling the report. Not sent to contacts nor accounts. |
Service | Scheduled Import |
Purpose | Send email informing on the result of a scheduled import. |
From address | From Email field in Outgoing Server Configuration !?!?! |
Template | Hardcoded. NOT Translatable. |
Sent to | vtiger CRM User who launched the import. Not sent to contacts nor accounts. |
Service | Workflow |
Purpose | Multiple and varied. |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | Many. Depending on email workflow configuration |
Service | Workflow: Send Email to user when Notifyowner is True |
Purpose | Send an email on account/contact creation when the Notify Owner field is true. |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | User assigned to the account/contact. Not sent to account nor contact. |
Service | Workflow: Send Email to users on Potential creation |
Purpose | Send an email on creation of opportunity. |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | User assigned to the opportunity |
Service | Workflow: Send Email to user when Portal User is True |
Purpose | Send an email on Portal User (contact) activation to the user assigned to the Contact, this is NOT the portal access details email. |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | User assigned to the contact |
Service | Workflow: Contact Creation or Modification |
Purpose | Send email with Portal User (contact) access details to Contact. |
From address | email of the user activating the portal access |
Template | Template from email templates. |
Sent to | Contact being activated |
Service | Workflow: Ticket Created from Portal |
Purpose | Email confirmation of ticket creation from customer portal. |
From address | email of the contact creating ticket |
Template | Hard coded. Translatable. |
Sent to | Contact creating ticket and User assigned to the ticket |
Service | Workflow: Ticket Updated from Portal |
Purpose | Email confirmation of ticket comment/update from customer portal. |
From address | email of the contact creating ticket |
Template | Hard coded. Translatable. |
Sent to | User assigned to the ticket |
Service | Workflow: Ticket Change, not from the Portal |
Purpose | Email confirmation of ticket comment/update from vtiger CRM. |
From address | $HELPDESK_SUPPORT_EMAIL_ID |
Template | Hard coded. Translatable. |
Sent to | Contact related to the ticket and User assigned to the ticket |
Service | Workflow: Events when Send Notification is True |
Purpose | Send an email on creation of calendar event that has the “Send Notification” check box marked |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | User assigned to the event |
Service | Workflow: Calendar Todos when Send Notification is True |
Purpose | Send an email on creation of calendar todos that has the “Send Notification” check box marked |
From address | admin user email |
Template | Template based in the workflow editor. |
Sent to | User assigned to the event |
Service | Stock update |
Purpose | Send 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 address | email of the user making the change |
Template | Template from Inventory Notifications. |
Sent to | User assigned to the product going below reorder level |
Service | Calendar Send Invitation |
Purpose | Send email inviting other CRM users to an event. |
From address | email of the admin user |
Template | Hard coded. Translatable. |
Sent to | Users invited on event |
Service | Test email to admin user on outgoing server configuration |
Purpose | Send email confirming correct configuration of the outgoing server. |
From address | email of the admin user |
Template | Hard coded. |
Sent to | admin user |
Service | Login details for user on creation |
Purpose | Send email with login details of a user being created. |
From address | email of the admin user |
Template | Hard coded. Translatable. |
Sent to | new user being created |
Service | send_mail_for_password |
Purpose | Send email with password to contact trying to recover Customer Portal lost password. |
From address | email of the user assigned to the Contact |
Template | Hard coded. Translatable. |
Sent to | Contact trying to recover his password |
intimateTaskStatus/executecron
This script launches all the notification email activated in the section Settings > Notification Schedulers
Service | various important events in the system |
Purpose | Notify admin user of certain important events that happen in the system. |
From address | email of the admin user |
Template | based on template in Notification Schedulers |
Sent to | admin 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.
Service | Support Due to Expire Notification |
Purpose | Notify contact that their customer portal access is due to expire soon. |
From address | $HELPDESK_SUPPORT_EMAIL_ID |
Template | based on template in Notification Schedulers and email templates |
Sent to | Contact |
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