Question

How can I send different “New User” email depending on user class in Acumatica

  • 24 September 2020
  • 1 reply
  • 50 views

We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.

For example:

An employee/internal user gets an email that says:

Hello (Insert Employee name)!

Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:

Username: your 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: Your Email address Password: users password

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

(Different Blah, blah blah.)

Attachment 1 Attachment 2

It seems to be hardcoded to only sent one no matter the class in "Email Preferences" Screen (SM204001)


1 reply

Userlevel 1

@Mudacon,

 

You would need to removed the new user notification from email preferences. Then create a Generic Inquiry that shows the users, their class, and their email address (and anything else you would need for the notifications). Then setup two business events one to trigger for each class then the business event would send the notifications not email preferences. 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2020  Acumatica, Inc. All rights reserved