E-mail has become a popular tool for communication and for a number of purposes.
Within the scope of SugarCRM, the topic usually comes up in relation to the automation of some aspect of a business process, such as alerting a user when a record within the database has been assigned to them. SugarCRM includes such a feature out of the box, but what if one wanted a bit more flexibility?
Suppose we encounter the following scenario:
Our deployment uses the Leads module to track and qualify potential customers. Leads enter the system via two different ways: manual entry and web-to-lead.
Entries are required to have an e-mail address or they are not considered valid as our internal process use it for communications and other purposes. Whenever a new lead is entered, it is automatically assigned to a specific user, who in turn receives an e-mail alerting them of the new record. However, we want to expand this functionality to also automatically send a generic "Welcome/Thank You For Your Interest" message to the Lead itself.
How do we go about accomplishing the above?
Tuesday, November 24, 2009
Wednesday, November 18, 2009
Anyway, here is an interesting tidbit which may help save you some headaches when using the SugarCRM e-mail client.
IMAP based e-mail accounts that require the use of SSL have a tendency to cause problems within SugarCRM's e-mail client. In fairness, the majority of these problems are usually the result of one of the following:
- Connectivity issues (e.g. firewalls)
- PHP Configuration
Where SugarCRM could benefit is within the area where the e-mail settings are validated and tested. SugarCRM does not check for potential problems with either of those potential traps and it tends to complicate the troubleshooting process. Let's take a more in-depth look at one of these situations and hopefully save ourselves some future hair pulling.