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How to show caller's team name next to caller name on notification email content?

2025-05-12
2025-05-13
  • Joanne Leung

    Joanne Leung - 2025-05-12

    Dear All,

    As team name is not part of the caller name, and there are more than one person with same name. I want to add caller's team name next to caller name on the notification email content. See picture please. How can the placeholder write? Million thanks.

    Joanne

     
  • Jeffrey Bostoen

    Jeffrey Bostoen - 2025-05-12

    You won't be able to do so - at least not by default; as your caller could be part of many teams? (Just to be clear, you did mean team and not organization, right?)

     
  • Joanne Leung

    Joanne Leung - 2025-05-12

    Thanks Jeffrey,
    A contact person (caller) only in one team, but there may be more than one contact with same name (ie 2 persons named "Mary Peterson" ) so we need to use team name to distinguish contact person. Thats why I want to display team name next to contact name to reduce ambiguous situation.

    Joanne

     
  • Vincent @ Combodo

    You can use a placeholder with the teams to which the person belongs
    $this->agent_id->html(team_list)$
    At least that's what is documented in the wiki, so I hope it works

     
    👍
    1

    Last edit: Vincent @ Combodo 2025-05-13
  • Joanne Leung

    Joanne Leung - 2025-05-13

    Thank you Vincent, but what I want is to get caller's team name.

    I've tried to use $this->caller_id->html(teams_list)$ but it didn't work and it returned " $this->caller_id->html(teams_list)$".

    Please help. thanks

     
  • Vincent @ Combodo

    My fault, this LinkedSet is named "team_list", not following the standard naming convention

     
  • Joanne Leung

    Joanne Leung - 2025-05-13

    Thanks Vincent, it works perfectly!

     

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