Send Email
Use Send Email to send an email that's automatically filed against the corresponding entity and displayed on the Communications tab as part of the workflow process.
You can use this action on person, company, case, opportunity, solution, and custom entity (with communications) records. You must specify a notification email address in Workflow and escalation settings.
The table below describes Send Email fields on the Workflow Action Details screen.
|
Field |
Description |
|---|---|
|
Template |
The email template. |
|
From |
The sender's email address. If you leave this field blank, the name and email address in Notify email name and Notify email address are used. For more information, see Workflow and escalation settings. |
|
To |
The recipient's email address. You can use the # symbol to add information about the current user. For example, #oppo_assigneduserid#. The user's email address must be correct. For more information, see Using the ## and # symbols. |
|
CC |
The CC recipient's email address. |
|
BCC |
The BCC recipient's email address. |
|
Subject |
The subject of the email. You can use ## symbols to add information about the related entity. For more information, see Using the ## and # symbols. |
|
Choose Field to insert into the Email |
Inserts Sage CRM merge fields. The list of available fields depends on the table or view on which the workflow rule is based. You can see this on the workflow rule screen. |
|
Do not file this communication |
Emails sent from a workflow using the template are not filed. |
|
Email Contents |
You can use ## symbols to add information about the related entity. For more information, see Using the ## and # symbols. For example, to add links to Sage CRM records, use the following tags:
|
