Emails Sent by the application

Service	Send Reminder
Purpose	Send an email to remind of an upcoming activity. Send Reminder check box must be marked on the event.
From address	Depends on workflow configuration
Template	Workflow: Send Reminder Template. You can adapt and adjust the template and tasks in the workflow, for example, sending different translated messages to the assigned user depending on his language settings.
Sent to	Depends on workflow configuration. By default to assigned and invited users. Not sent to contacts nor accounts.
Note	This workflow is a special system workflow that is launched independently from all the other workflows.

Service	Scheduled Report
Purpose	Generate a report and send it by email.
From address	From Email field in Outgoing Server Configuration
Template	Hardcoded. Translatable.
Sent to	CRM Users selected when scheduling the report. Not sent to contacts nor accounts.

Service	Scheduled Import
Purpose	Send email informing on the result of a scheduled import.
From address	From Email field in Outgoing Server Configuration
Template	Hardcoded. NOT Translatable.
Sent to	CRM User who launched the import. Not sent to contacts nor accounts.

Service	Workflow
Purpose	Multiple and varied.
From address	Depends on workflow configuration
Template	Template based in the workflow editor.
Sent to	Many. Depending on email workflow configuration

Service	Workflow: Send Email to user when Notifyowner is True
Purpose	Send an email on account/contact creation when the Notify Owner field is true.
From address	Depends on workflow configurationl
Template	Template based in the workflow editor.
Sent to	User assigned to the account/contact. Not sent to account nor contact.

Service	Workflow: Send Email to users on Potential creation
Purpose	Send an email on creation of opportunity.
From address	Depends on workflow configuration
Template	Template based in the workflow editor.
Sent to	User assigned to the opportunity

Service	Workflow: Send Email to user when Portal User is True
Purpose	Send an email on Portal User (contact) activation to the user assigned to the Contact, this is NOT the portal access details email.
From address	Depends on workflow configuration
Template	Template based in the workflow editor.
Sent to	User assigned to the contact

Service	Workflow: Contact Creation or Modification
Purpose	Send email with Portal User (contact) access details to Contact.
From address	email of the user activating the portal access
Template	Template from email templates.
Sent to	Contact being activated

Service	Workflow: Ticket Created from Portal
Purpose	Email confirmation of ticket creation from customer portal.
From address	email of the contact creating ticket
Template	Hard coded. Translatable.
Sent to	Contact creating ticket and User assigned to the ticket

Service	Workflow: Ticket Updated from Portal
Purpose	Email confirmation of ticket comment/update from customer portal.
From address	email of the contact creating ticket
Template	Hard coded. Translatable.
Sent to	User assigned to the ticket

Service	Workflow: Ticket Change, not from the Portal
Purpose	Email confirmation of ticket comment/update from vtiger CRM.
From address	$HELPDESK_SUPPORT_EMAIL_ID
Template	Hard coded. Translatable.
Sent to	Contact related to the ticket and User assigned to the ticket

Service	Workflow: Events when Send Notification is True
Purpose	Send an email on creation of calendar event that has the “Send Notification” check box marked
From address	Depends on workflow configuration
Template	Template based in the workflow editor.
Sent to	User assigned to the event

Service	Workflow: Calendar Todos when Send Notification is True
Purpose	Send an email on creation of calendar todos that has the “Send Notification” check box marked
From address	Depends on workflow configuration
Template	Template based in the workflow editor.
Sent to	User assigned to the event

Service	Calendar Send Invitation
Purpose	Send email inviting other CRM users to an event.
From address	Depends on workflow configuration
Template	Workflow
Sent to	Users invited on event

Service	Test email to admin user on outgoing server configuration
Purpose	Send email confirming correct configuration of the outgoing server.
From address	email of the admin user
Template	Hard coded.
Sent to	admin user

Service	Login details for user on creation
Purpose	Send email with login details of a user being created.
From address	email of the admin user
Template	Hard coded. Translatable.
Sent to	new user being created

Service	send_mail_for_password
Purpose	Send email with password to contact trying to recover Customer Portal lost password.
From address	email of the user assigned to the Contact
Template	Hard coded. Translatable.
Sent to	Contact trying to recover his password

Service	Notify when a task is delayed beyond 24 hrs
Purpose	Notify task user that a task was due yesterday.
Template	workflow

Service	Product Support Starting and Ending
Purpose	Notify product handler that support for a given product is starting or ending.
Template	workflow

Service	Client End Support Notification 1 month
Purpose	Notify contact that their customer portal access is due to expire in a month.
Template	workflow

Service	Client End Support Notification 1 week
Purpose	Notify contact that their customer portal access is due to expire in a week.
Template	workflow