| 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 Report |
| 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 | Send an email on account/contact creation when the Notify Owner field is true. |
| From address | Depends on workflow configuration. |
| Template | Depends on workflow configuration. |
| 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 |