Email Notification to the reporting Manager

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi,

Is there any way to set email notification to the reporting manager of the user when a new account or opportunity is created

Regards
Wilson

2

Hi, welcome.

Yes, you can do that easily with a Workflow:

https://docs.suitecrm.com/user/advanced-modules/workflow/

3

Hi

In the workflow module not able to find the option for sending email to the respectve reporting manager of the user. It gives only option to send email to assigned user, specific email address or user/users. Please help.

Regards
Wilson

4

I see, you would need the Workflow to traverse to a related record, but it only allows the use of fields directly available in the current record.

Sometimes a nice work around is to add a custom field to the user, to keep there the email of his manager. Then it’s easy to use in a Workflow.

If necessary, you can add some automatic way of copying that email into that custom field (such as a logic hook, or another workflow).