vtiger

[Sansui]

Hi, I'm new to vtiger and so far I like what I see, but my head is spinning quite frankly from hopping thread to thread and article to article, with varying dates, old and new, and proposed ideas etc

To get to the point, what I'm hoping to be able to do is automate some simple emails when a lead has been given a status change. For example, if a lead that comes in is set as "new lead" and then a sales associate takes it and updates it to "quote in progress", I want an automated email to go out telling the customer that their project is in the quoting phase.

Has anyone done this with vtiger? It looks like scheduled notifications are not really customizable, and there are no customizable workflow modules or anything. How about just hardcoding a simple email message even just using sendmail or simple smtp script on task change? I'm not much with php, but something like even a set of case statements to run an email script?

Thanks so much in advance

[joebordes]

Hi,

You can't do it with vtigerCRM "out of the box".

We have done this type of customizations before. Basically sending out predefined vtigerCRM email templates on determined status changes. This is relatively easy.

We are also finishing development of the autoemail extension which can also do what you need.

Joe
TSolucio

[Sansui]

Do you have any examples of the code used to send out an email on status change? Would love to see!

[joebordes]

Hi,

Sorry but I'd have to do some work finding one of the projects we did that on and then go digging in the code to find something to show you that may not be of much help anyway.

Activating some code on an entity save is done in the save_module function of that entity or directly in the Save script.

Sending out an email is done with the internal vtigerCRM function send_mail()

Have a look at the HelpDesk/Save.php where you will find an example.

Joe
TSolucio