• Email template for the CASE module - How to use Account or Contact variables ?

    Hello, I was wondering if one of you already customize the variable replacement to extend the behavior. My problem is the following : you can, through the EMAIL TEMPLATE module, create a template and add several variables, including : Contact…
  • Is there a way to dynamically show/hide email template fields?

    I have an email template being used by a New Order Process Definition, however the Orders module has many dependent fields that either show up or dont for the user depending on the state. I want the email template to be able to hide the fields with no…
  • BPM - Use custom variables that will be calculated and replaced before the email is sent

    Hi guys, before go deeper in the code and do it maybe not the best way, I want to know if one of you face my problem and maybe solved it. I want to send an email using the BPM from my record A (for instance an Opportunity). In this email, I would…
  • Change Meeting/Call Reminder Template to include Description value?

    What variable am i to use to add the meeting 'description' to the template? My change looked like this: <!-- BEGIN: MeetingReminder_Subject --> Meeting Reminder - {MEETING_SUBJECT} <!-- END: MeetingSpecial_Subject --> <!-- BEGIN: MeetingReminder --> Title…
  • Record URL in BPM Process email templates for clickable images?

    Hello Sugar lovers! I'm trying to pimp my customer's email reminders by using images. I'd like to make some of them clickable and send the user to the record page. The use case is a reminder to provide a meeting report. The issue is that the tag I…
  • Sugar 12.3 Process Email Templates populating a dynamic table

    Has anyone been able to create a Email Template where you are populating a dynamic table that might have a single records or multiple records? I am working on a Quote approval letter to be sent to the customer.
  • How to give access to standard user to PMSE Emails Templates module ?

    Hi, despite we see and configure in roles the access for PMSE Emails Templates, the standard users can't access to the module. We need the users to be able to select in a relate the appropriate email template. currently we see that acl is forced to…
  • Call reminder email notification template

    Hello, Is there an upgrade safe way of adding new custom fields to the email template for call reminders? I can access the template in include/language/en_us.notify_template.html and customize it by creating custom/include/language/en_us.notify_template…
  • Adding a <script> to Email Template

    Hi all. I am having trouble getting a <script> to appear and work in an email template. This is a simple pmse_Emails_Templates template, but when I add the script in, it just simply does not work. I am trying to follow the examples on https://support…
  • Scheduled report email template: full list of available variables? Report link?

    Hello Sugar lovers, We're helping a customer on Q3'20 (10.1) and trying to improve adoption by finding ways to bring users back to the CRM. We'll be sending auto generated reports via the report scheduler. In Q3 we're now able to customize the email…
  • Workflow conversion to BPM - URL Fields not working in BPM but do in old Workflow

    Hi everyone. I am converting one of our old workflows into the new BPM. However on this we use alt text plus a link to feed into our survey feature. On the old workflow we do the following: http://[URL].com/?=9&nme={::future::Opportunities::contacts_opportunities_1…
  • TinyMCE Dynamic Hyperlink

    Hello all, We are encountering an issue when we append a dynamic link ($link) in Email > Email Templates in SugarCRM. The $link contains a custom link generated from a logic. However, when we hover on it, it shows and opens as http://crm.com/$link . We…
  • Date format in email template

    Hi All, How to format date in email template.Is it any function to format the date in email template. Please help me to find a solution.
  • How to send email using email template from edit/record view ?

    Hi All, I need to send email using email template from edit/record view ?
  • display fields from related record on Email Template

    Hi, I'm wondering if this is possible in Sugar? I came from SFDC and had used this function for a lot of my email templates during my SFDC days. Going into Sugar, I wanted to know if it's possible to display fields from related records on email template…