It is possible to add mail automation upon creating a Case in SugarCRM?

Hi Clinton Canarias,

If you want to handle email notification to a set of Sugar users, you are best off creating a SugarBPM definition where you can also define custom email templates to use for the notifications in that definition. 

One alternative I recommend considering is to reduce email clutter and context switching with system notifications like this. If your target users work regularly in Sugar, our plug-in, Upsert Notifications, delivers in-app notifications (notification bubble and, if desired, pop-ups for more urgent issues) via SugarBPM. It's a great solution for keeping users focused in the CRM and delivering timely alerts to support customer satisfaction. 

Chris

Hi Clinton Canarias,

If you want to handle email notification to a set of Sugar users, you are best off creating a SugarBPM definition where you can also define custom email templates to use for the notifications in that definition. 

One alternative I recommend considering is to reduce email clutter and context switching with system notifications like this. If your target users work regularly in Sugar, our plug-in, Upsert Notifications, delivers in-app notifications (notification bubble and, if desired, pop-ups for more urgent issues) via SugarBPM. It's a great solution for keeping users focused in the CRM and delivering timely alerts to support customer satisfaction. 

Chris

Hi Chris Raffle,

I appreciate your response, but as of now I'm just planning to use the out-of-the-box feature of SugarCRM. Just want the users who sent a support email in our support email will receive an email notification informing them that a case has been automatically created and they can view the case activity at the Sugar portal..

But we will consider having paid plugins if the key feature we want is one of the limitations of the current SugarCRM.

Regards,

Clinton Canarias