AnsweredAssumed Answered

Where to customize inbound/outbound email processing?

Question asked by Jeff C on Mar 28, 2017
Latest reply on Mar 29, 2017 by Francesca Shiekh

First time doing customization related to email functions in Sugar (Community).  I understand about logic hooks regarding before_save after_save but in these cases "save" is referring to saving a record, not sending an email.  There's 6 modules beginning with the name Email.  Would the below functional be achieved by using a before_save hook in the 'Emails' module?  If not, what is the best method?

 

I need to do several things.

 

1. If email link in contacts subpanel is clicked from within a case, relate the email to the parent case, not the contact.

2. When sending any email, if it is related to a case, check the body for a case identifier and if not there, add it to the bottom of the message body.

3. On incoming emails, scan the body for the case identifier (similar to scanning subject line for [CASE:{number}] and associate email with case if found.

4. When sending invoice as PDF, automatically select certain email template.

Outcomes