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en:extensions:workflowdesigner:tasks:communication:sendmail [2017/05/29 10:48] swarnat [Templates] |
en:extensions:workflowdesigner:tasks:communication:sendmail [2021/09/20 00:38] (current) swarnat |
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====== send eMail ====== | ====== send eMail ====== | ||
- | {{ :en:extensions:workflowdesigner:tasks:task_mail.png?nolink|}} | + | https://manuals.redoo-networks.com/wiki/manuals/view/Workflow%20Designer/Workflow%20Actions/Communication/send%20eMail/# |
- | * could send an email to one or multiple receivers with all default mail options | + | |
- | * Also you could add one or multiple attachments from different places. | + | |
- | * Results from the following modules: [[http://www.its4you.sk/en/vtiger-shop.html?record=41007|PDFMaker]] and [[http://www.a-g-c.de/index.php/en/vtiger/vtiger-crm-sql-reports|SQLReports]] | + | |
- | * attach every Document related to the current record | + | |
- | * attach a file from a url, you could generate also from field values | + | |
- | * //in Documents module//: attach the current file | + | |
- | + | ||
- | ==== Store Mail to ==== | + | |
- | + | ||
- | From version 600.07 you could specify the record, a mail should be stored. | + | |
- | + | ||
- | If you send a quote to a lead, you probably want to see inside the Lead Record, which Mails was send to the lead. This could be done with this field. | + | |
- | You could easily specify a crmid, to which this mail will be stored. | + | |
- | For example: | + | |
- | | $crmid | Will store the mail in every module to the current one (Leave empty will have the same effect) | | + | |
- | | $account_id | Inside Quotes module, will store the mail to the ID from the **account_id** field. (The Organization of the Quote) | | + | |
- | + | ||
- | <WRAP center round important 80%> | + | |
- | You must leave this field empty or set a correct ID of a record. | + | |
- | **If you set a wrong value, the mail WILL NOT BE SEND.** | + | |
- | If you are not sure, what to do, leave this field empty! | + | |
- | </WRAP> | + | |
- | + | ||
- | ==== Integrate Access Tracker ==== | + | |
- | Use this checkbox only, if you really work with the the values of accessed mails. | + | |
- | Sometimes a 1x1 counter image will be interpreted as spam category. | + | |
- | + | ||
- | ==== Statistics ==== | + | |
- | + | ||
- | The complete SMTP dialogue will be written in the statistic log, to give you the change to see, why a mail wasn't send | + | |
- | + | ||
- | ==== Templates ==== | + | |
- | + | ||
- | If you want to insert Mail Templates into the Mail Content, you only need to select the template on top of the content field. | + | |
- | + | ||
- | The template feature is different then the template feature of Vtiger mail form. | + | |
- | It do not directly insert templates into the editor, but load the template and subject during execution. | + | |
- | This ensure to always use latest version of the the selected template and to be able to load templates from different modules. | + | |
- | The subject will be taken from Template, if there is no subject defined within task configuration. | + | |
- | + | ||
- | Next to the default variables from the template module, you also could insert custom content into the template, which is defined with the send mail task. | + | |
- | The custom content is taken from editor of send mail task and will insert on position of a **$mailtext** variable you use within the template. | + | |
- | + | ||
- | So you could use defined templates, but also individual content. | + | |
- | + | ||
- | + | ||
- | ==== Changelog ==== | + | |
- | + | ||
- | == Version 27 (2016-07-12) == | + | |
- | * **[add]** Add a Reply To address Configuration | + | |
- | * **[add]** Add a Reading Confirmation address | + | |
- | * **[add]** Add feature to directly embed images into mailcontent to increase the probability to directly show images, without manually action of receiver | + |