Hi Dinesh,

I have tried with what your blog have posted. but i still got problem with how to get person mail address put into 'To' field in e-mail panel. I'm new to sage CRM. so could you guild me more detail.

Best Regards,

/Sokheng

Hi Sokheng,

Is this what you are looking for?

community.sagecrm.com/.../Default_CSH.htm

Using the Support template to automatically send out an email to the contact who logged the case with the company?

Kind regards,

Penny Vaskess

Hi Penny,

Thank for your guide. but it still can't solve my issue, because the case is created by my self when client call and complain on some issue. it's not a mail from client.

Currently i have case workflow, it can send a mail to user who the case is assigned to when case is created by adding a Rule(Type is Send E-mail) in workflow. I created a field call 'case_personmail' in care entity. The purpose is for input person mail when create a case and will use this mail to put into 'To' field in Send Mail Rule by using #case_personmail#. But bad thing is the field 'case_personmail' need user to input person mail manually. sometime it can be input wrong mail by user careless. I want it to be filled in automatically when user select a person from SSA field. So could you tell me how should i do for this ?

Kind regards,

/Sokheng

Hi Sokheng,

Sorry for the delay in getting back to you.

You can select to Send E-mail action in the workflow and have it set up so that it is sent at the same time the case is created..

I would have thought that sending an email to the case_primarypersonid would be just a matter of typing in the field with hash (#) in front and at the end of the field name into the To: email text box. I have noticed that there is a bug reported on this (on here- the community site) and Don Grubor has a method to get around it - which he explains he

community.sagecrm.com/.../19507.aspx

Post back if you are still a little confused Sokheng and one of us should be able to help you.

Cheers,

Penny Vaskess

Hi Penny,

So sorry for late. I have found a solution for this case . i use SQL trigger to get person mail from Person table by person id in Case Table . than i create a send Action in New Case Role . I still use the same #case_personmail# put in 'To' field and #case_assigneduserid# in 'CC' field. So whenever user create a case, the mail will be automatically to send to person in company and user who was assigned the case to.

Cheers, :D

/Sokheng

Hi Sokheng,

Brilliant news that you have overcome this !

Cheers,

Penny