- Notifying company directors of new opportunities
- Posted by David Koleno on December 22nd, 2004
I am wondering if there is a way to email company
specific company directors with specific notifications of
new opportunities. I have it set up now where I can send
a very generic email to each director but the notice
gives no mention of what the opportunity entails. When I
apply this rule to an opportunity, is there a way I can
see the email before it sends so that I can at least
attach a copy of the proposal? Alternatively, is there a
way to assign email templates to certain users? Please
advise
- Posted by Matt Parks on December 22nd, 2004
Unfortunately, you are forced to choose between using a tempalte or selecting
who should get the email. However, there is an undocumented feature you can use
to add "slugs" to the email. You can place a slug in the following format:
&account.name;
into the workflow task and it will be resolved with data from the underlying
object.
Matt Parks
MVP - Microsoft CRM
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On Wed, 22 Dec 2004 09:03:08 -0800, "David Koleno"
<dkoleno@cancerconsultantsinc.com> wrote:
I am wondering if there is a way to email company
specific company directors with specific notifications of
new opportunities. I have it set up now where I can send
a very generic email to each director but the notice
gives no mention of what the opportunity entails. When I
apply this rule to an opportunity, is there a way I can
see the email before it sends so that I can at least
attach a copy of the proposal? Alternatively, is there a
way to assign email templates to certain users? Please
advise
- Posted by Datapac on December 23rd, 2004
Matt,
Is there a way to reference related entities using slugs?
For example in an email related to a Case I can display a Case Id using
&incident.ticketnumber; but I want to display the Customer Name to whom the
case belongs.
I've tried using &customer.name; and &incident.customerid/@name; (i.e. the
way it's referenced in a template) but no joy so far.
"Matt Parks" wrote:
- Posted by Datapac on December 23rd, 2004
Ignore this, was being stupid ... the case I was testing belonged to a
Contact so &contact.fullname works.
Happy Christmas & thanks again Matt, great tip!
"Datapac" wrote:
- Posted by Matt Parks on December 23rd, 2004
Glad you figured it out. As an FYI, you should have been able to use the
following as well: &incident.customeridname;
The field names that are used with this format are the field names from the view
associated with each object (in this case, the incident view). If you do a
select top 5 * from Incident you will see all the field names.
Matt Parks
MVP - Microsoft CRM
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On Thu, 23 Dec 2004 02:41:02 -0800, "Datapac"
<Datapac@discussions.microsoft.com> wrote:
Ignore this, was being stupid ... the case I was testing belonged to a
Contact so &contact.fullname works.
Happy Christmas & thanks again Matt, great tip!
"Datapac" wrote:
