Send email on creating a meeting to assigned contact

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  • arslancb
    Member
    • Jul 2017
    • 34

    Send email on creating a meeting to assigned contact

    Hello,

    I want to send automatic meeting minutes to the users who attended the meeting.

    I tried to create a workflow by
    New Meeting -> Action Send Email but I cannot select attendees as recipeints...I also want to choose meeting description as email body, how Do I do that?
    Last edited by arslancb; 08-15-2017, 11:54 AM.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Hi,

    Sending Email by to contacts linked with one-to-many relationship is not implemented. We will make it soon.

    You can use placeholder {Meeting.description} in the email template body.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      Also you can select Related: Parent if your meeting has contact as the parent.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • arslancb
        Member
        • Jul 2017
        • 34

        #4
        Thanks for your response. Can you please put this in priority since its one of the things we need Appreciate.

        Comment

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