The email templating system is a mistery to me and judging from the forum questions, I'm not the only one
Here are a few things I am really missing:
In quotation form view, if partner has "Incoming email only" setting, he will not receive ANY email regardless of the template you use when using the wizard that pops up in "Send by Email" button.My personal research (not very thorough) reveals that the client receives the email only because he is in the followers section which uses a standard email template not the one you pick. What is the relevance of partners to notify then?
Reply-to address even if it is hardcoded in the template does not go through, I've set the "Reply-To" field to a hardcoded value in ALL email templates and even the emails that got sent by virtue of the point just mentioned above, had no reply-to set to them and when they arrived in the inbox it replied to the sender address
This I have no researched well enough but when you send a quotation via email and they reply back (I just entered the address manually because of the point mentioned above) the email after it has been fetch updates the documents and notifies everyone in the followers section.This means that if the client has "Incoming emails and discussions" set, they will receive by email back their own reply.I have seen bits of code that are supposed to prevent this from happening but I could be wrong
Would anyone please shed some light on these factors?
I have exactly the same problem ... email templates vs. followers vs. mail compose wizard .. all of them have different information. Seems like only the body/subject/attachments is taken from the email templates ... I disabled customer portal (I do not want automatic emails sent to customers)
To disable "automatic" emails means to set the "Receive By Email" property on the client to "None" or choose "Opt-out".
What happens is that any activity in the social chatter or send by email is passed on to all the followers and depending on their setting they receive an email or notification