Email notification to CRM users just assigned to a communication

Posted By [email protected] 12 days ago

Hello, has anyone noticed that by default Communication email notifications don't allow you to select that comm_userid is changed, to send an email notification to a person just assigned to a communication? Opportunities, Leads, all other entities allow you to select the assigned user as the trigger, but not communications.

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0 Matthew Shaw 11 days ago

Hi Cchambers

This will be because the user part of communications is actually cmli_comm_userid and thus a completely different table (Comm_Link). It's not perfect, but you could use comm_organiser - this field must be populated (if using Exchange Int) and is on the Communication table.

Otherwise, personally I would handle it via a trigger on the Comm_Link table, which sets a flag field when something is new and fits a certain criteria, then using Escalation Rules to check for this flag and fire off an email to the user in question.
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0 [email protected] 10 days ago in reply to Matthew Shaw

Thank you Matthew I'll try this.
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0 [email protected] 10 days ago in reply to Matthew Shaw

Thank you Matthew I'll try this.
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