Use Case: use tasks or other modules to log questions with non-sugar users, and we would like Sugar to notify the task owner that the intended recipient has replied with X response.
How do we go about setting this up?
Hi Scott MacLeod,
so you want to create a notification (-email) or a task for i.e. an account manager in case of a client has created x requests via email?
If this is correct you need to
With SugarCRM Enterprise:
1. create an additional calculated field on accounts or contacts that summs up the amount of cases (likely created via inbound email - standard functionality).
2. set up an additional calculated checkbox field that is "true" if the amount of the first field is divisible without reminder by X
3. set up a SugarBPM that send out an email to the account manager or creates a task in case of the second field is TRUE
a) build up the same with the deprecated old workflows
b) ask your partner or the community to create a logic hook
c) upgrade to enterprise
If you need assistance on any part of the above please let me know.
Björn Canales Pfisterer
Technical Support Manager
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