3

Using Drupal 7.34 and CiviCRM 4.6.4.

We are using civiCase and want to send a reminder to the manager of a case. When I try and set up a template, there does not seem to be a way of telling the manager which case it is they are being reminded about. The token {contact.display_name} generates the name of the manager not the client they are dealing with. So although I can remind the manager to do something, I cannot say which client the reminder relates to.

I have explored the possibility of a custom token but cannot see a way around this.

Any suggestions?

Dave Smith

|improve this question
1

Yes do add additional values to the template you need to create a tokens on your own by creating new extension or by adding token hook in the existing extension for example for creating tokens please refer to the below link

https://wiki.civicrm.org/confluence/display/CRMDOC/Customized+%28and+Custom%29+Tokens

https://book.civicrm.org/user/current/common-workflows/tokens-and-mail-merge/

If you haven't created New extension please refer to the below link

https://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Module+Extension

|improve this answer
  • 1
    Thanks for the suggestion. This puts me into coding which I do not have access to (and is a bit beyond me anyway!). I am surprised that scheduled reminders would not automatically allow a reminder to be sent to the manager with enough details to know what the reminder is about. Maybe I am just not setting up the reminders correctly - although I have been trying to do that for days ... – Dave Smith Mar 1 '16 at 11:58
  • it seems the link changed to civicrm.org/blog/colemanw/… – Developer May 24 '16 at 9:45
  • I have updated the links please have a look and if you have any issue please let me know - thanks – Ramesh - ARTECH Consultancy May 24 '16 at 10:18
0

The CiviToken extension by Fuzion may help - or may be a good place to contribute any new tokens cre

|improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.