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Forums OroCRM OroCRM – How do I? Questions Email Notification for new Notes on Leads and Opportunities

This topic contains 5 replies, has 3 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 10 months, 1 week ago.

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  • #57242

    steve curata

    Hi there, first time here…

    I’d like to enable automatic email notifications for any new Notes left on Leads and Opportunities. I’ve looked in Entities settings for Notes, but I can’t see an option there. I’ve also looked at Configuration options under Configuration > Emails> Notification Rules > Create…, but there are only options to create rules for Calendar and Tasks, not Notes.

    What I’d like is an automated email sent to recipients whenever a new note is added to a Lead or an Opportunity, with the contents of the Note included in the email.

    Is this possible? Any help appreciated.


    Digital Producer at Curata Web Solutions

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