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Everything Else
Send different noti...
 
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Questions Send different notices depending type of user.

 
Everything Else
Last Post by Tim Rodman 5 years ago
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Mudacon1
Posts: 9
 Mudacon1
Topic starter
July 16, 2020 11:03 am
(@mudacon1)
Active Member
Joined: 6 years ago

I was reading on this post... https://www.augforums.com/forums/everything-else/prevent-acumatica-new-user-email/ about the only way to turn off the notifications.

What about different notifications depending on user type?
For example

An employee/internal user gets an email that says: 

Hello (Insert Employee name)!

Your password must be updated. Please login to your usual site ( https://ouracumatica.hostedsomewhere.com) u sing the following credentials where you will be prompted to change your password:

Username: user Email address
Password: users password

Please visit https://ouracumatica.hostedsomewhere.com

Blah, blah blah.

 

But an unlimited external user would get:

Hello (Insert contact name)!

Your password must be updated ( https://portal.ouracumatica.hostedsomewhere.com ) using the following credentials where you will be prompted to change your password:

Username: user Email address
Password: users password

For Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/

(Different Blah, blah blah.)

Attachment 1
Attachment 2

 

 

How would I accomplish that?


Topic Tags
New User portal user welcome email automation notifications
2 Replies
Mudacon1
Posts: 9
 Mudacon1
Topic starter
August 7, 2020 12:14 pm
(@mudacon1)
Active Member
Joined: 6 years ago

 

Maybe I should be more specific?

The welcome email is set in the "Email Preferences" Screen (SM204001)

We want to send different emails based on a users "class" in the system, and or other fields. Differently formatted emails would go out if the following conditions are met:

New user, Portal User, Dropship Class, = email 1
New user, Portal User, Wholesale Class = email 2
New user, Employee = email 3
New user, Guest = email 4

Since there are no automations to modify the conditions in, can it be done in code, in Macros, on the template itself? 

 


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
September 28, 2020 9:28 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I can't think of how to do this with settings. Turning off the default email notifications and using 2 Business Events would probably work well: one Business Event to catch the first user class and another Business Event to catch the second user class.

That said, you might want to repost this Discussion Topic in the Everything Else forum on the new official Acumatica Community website:
https://community.acumatica.com/everything-else-119

Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Everything Else (click here) forum and the AUGForums.com Real Talk Podcast (click here) where we'll continue to focus on real Acumatica customer stories (click here if you'd like to participate).

For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community


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Topic Tags:  New User (1) , portal user (1) , welcome email (1) , automation (6) , notifications (3) ,
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