Is there a way to have the email notifaction automatically sent to the user every time when the user is added to: meeting, to-do, opportunity or other conent in CRM (8.3) ?

CRM works with Lotus Notes.

Thank you in advance

Darek

I’m afraid not from my experience (I could be wrong..) You will need to look at a 3rd party application like Orbis TaskCentre or KnowledgeSync for alerts and notifications etc.

Thanks, I thought it was somewhere available within the system. From what I know such functionality is delivered in other CRM systems like SAP for instance.

We're working with SLX 7.5.4 Web, but I think the approach must be similar. It's possible to send e-mails through a mail server programmatically (e.g. via SmtpClient class: https://msdn.microsoft.com/en-us/library/system.net.mail.smtpclient(v=vs.110).aspx). So you implement a function to create an e-mail and send it. This function has to be called whenever the user is added to any content:

1. Retrieve the user added and get its e-mail address (which has to be populated in advance)


2. Compilate the mail (set recipient, content, attachments etc.)


3. Send the mail to the user's e-mail address via the smtp client (or another preferred library)

This way our 1st level support gets an e-mail everytime a ticket is assigned to the corresponding team.