Vtiger Tips and Tricks – Sending a Group Email in Workflow

Whenever our clients have questions or issues, we work our hardest to get answers and results. We recently had a client who was experiencing issues when sending emails to a group in Vtiger. Our Vtiger professionals were able to find a workaround to help this client.

The client wanted to trigger a workflow that sends an email when a field in a ticket was changed. Even though Vtiger doesn’t originally allow emails to be sent a group, our team was able to find a way around this problem.

Here’s how to fix it:

If you encounter this problem, when you set up the workflow, you must type out every email address in the group into the “To:” or “Cc/Bcc/” field.  That way all group members will receive the workflow email.

Workflow email

Workflow email

 

Still have some questions about workflow? Contact us at any time.

 

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