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TechBySteve

Member Since 15 Jan 2020
Offline Last Active Feb 12 2020 02:46 PM
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Topics I've Started

Documents Module - Email Template - Show History of emails sent

31 January 2020 - 11:55 AM

Hello All,

 

I recently was able to get a a email template properly set up and pull in all the info I needed.

 

Now i have a few questions:

 

1. Can i add a default BCC email address to it?

2. Is there a way on the modules main page to show a box that lists all the sent emails using the template?  Basically looking for a way to easily manage if and who an email was sent to.

3. How does the system decide on what the destination email should be?  could it be if they all match a certain check box in the contact module?

 

Many thanks,

Steve


On 7.1, need to be able to include multiple modules of fields in email template

15 January 2020 - 05:20 PM

Hello All,

 

 

Taking over x2 management in my company and need some assistance.

 

My end goal is to add attributes from multiple custom modules in an email template.

 

I've read into lookup tables but am still heavily confused

 

I think I need to link field in custom module (routers) to field in another custom module (connectivity),  All routers have a unique service ID as do all Connectivity.

 

If I can get simple step by steps that would be great.

 

Am also interested in workflow and if a workflow can assist here

 

Many thanks,

Steve