Configuring Notification Emails

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Notification Emails

These notification emails keep internal team members up to date regarding coordinated activities. They are only send to internal CRMSFA users, such as team members and customer service representatives, when certain status items change. Notification emails can be configured and sent when the following events take place:

   * When people are added or removed from activities or events
   * When people are assigned to leads and accounts
   * When catalog requests have been successfully fulfilled 
   * Optional -- When a catalog request is fulfilled an email can be sent to the customer who
       requested it.

You can configure a unique email for each type of notification, or use a common one for all of them.

Note to Technical Administrators:

To configure the notifications, you should edit the file hot-deploy/crmsfa/config/notification.properties. This file configures the "from" email address, subject of the emails, the screen widget template for the notification emails, and URL to access the CRMSFA application. The default notification emails are fairly simple but can be customized to your needs.

You can configure separate from emails for each type of notification, or use the common "from" property at the top for all of them.

For fulfilled catalog requests, an email can be sent to the customer who had originally requested the catalog. To turn this feature off, set the email.marketing.catalog.sendCatalogRequestEmails property to "false" in notification.properties. The email subject, body and "from" email address are also configured here by the properties subject.marketing.catalog, screen.location.marketing.catalog, from.marketing.catalog.


User Manual page > Setup for opentaps email Handling



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