Author Topic: Is it possible to insert client tokens into email to case resource (Read 1303 times)

carolineb · August 25, 2013, 01:47:18 pm

Hi
I am having a look at using civicase.

When I do casework very often I write on behalf of my client to an agency.

e.g. I write to the Housing Manager at the Council

I have added the Housing Manager to the Case Resource Group and can email them and get the activity recorded and a follow up scheduled. I have made myself the case coordinator.
So far so good!

However, very often I would like to start an email like this

Dear Name of Housing Manager

Re: Client name, client address

I am emailing on behalf of the above named resident

Is there someway of the automatically populating the email with the name and address of the client that I am representing.

I can see that you can use tokens but these appear to be the tokens for the case resource to whom you are writing rather than the client. If it was possible to identify the tokens for the client I guess you could create a template......

Any thoughts welcome - I am new to civicase and have not been able to find this in the documentation.

Many thanks
Caroline

demeritcowboy · August 25, 2013, 04:55:49 pm

There's client_id available in the message template but I'm not sure exactly what else.

If what you need isn't already there you could use a hook to add it http://wiki.civicrm.org/confluence/display/CRMDOC/hook_civicrm_tokens. See also $tplParams in CRM_Case_BAO_Case::sendActivityCopy.

carolineb · September 02, 2013, 01:50:58 am

Thanks for your reply I will look into that

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Author Topic: Is it possible to insert client tokens into email to case resource (Read 1303 times)

carolineb

Is it possible to insert client tokens into email to case resource

demeritcowboy

Re: Is it possible to insert client tokens into email to case resource

carolineb

Re: Is it possible to insert client tokens into email to case resource