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TOPIC: Access the contact role in email template

Access the contact role in email template 2 months 4 weeks ago #66127

  • Chrisjow
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Hi,

When an opportunity changes stage, I send an email to the contacts linked to this opportunity (workflow). I need to put in this email all the contacts names and roles. How can I access this information from the email template module ?

I only found how to access to one contact (don't why this one, as there is a many-to-many relationship between opportunity and contact).

Thanks,
Chris
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Access the contact role in email template 2 months 3 weeks ago #66146

  • pgr
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Workflows are only able to do simple things, and traversing many-to-many relationships with a loop isn't that simple, if you think of it. One person wants it done one way, the other person wants it done in another, so you get a gigantic UI which nobody understands.

I'd say your requirement is much better served with a logic hook, there you can use the full power of PHP to customize.
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