Communication - send eMail

Page / - last modified by Stefan Warnat on 2021/09/20 02:38

send eMail

last modified by Stefan Warnat

on 2021/09/20 02:38

Table of Contents

Store Mail to

Integrate Access Tracker

Statistics

Templates

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: PDFMaker and 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)

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!

Integrate Access Tracker

Use this checkbox only, if you really work with the the values of accessed mails.
Sometimes a 1×1 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.