Three read-only reporting business objects allow you to include the current opportunity, prospect, and assignees in an email merge output process (see Defining output processes):
■ OppDonorContact
■ OppMemberContact
■ OppSalesContact
You can use fields from these objects in an email template and its corresponding selection query. Make sure to use the tablename.fieldname format (OppSalesContact.ProspectName), not the view name format (vBoOppSalesContact.ProspectName).
To allow the user to link directly to the opportunity from the email they receive, include the following link code.
http://{webserver}/iMIS/Admin/iMIS.web.ProcessMgr.Processmanagement/iMIS/ContentManagement/Template.aspx?ContentCode=OM.OpportunityList.?hkey=[OppDonorContact.Project Key]
where {webserver} is the name of the .NET server
OppDonorContact may be OppDonorContact, OppSalesContact, OppMemberContact
Output process example: email message
The following example is a simple new opportunity email notification to the Opportunity Owner.
Dear [OppSalesContact.Name],
The [OppSalesContact.OpportunityId] opportunity has been assigned to you.
The prospect's name is [OppSalesContact.ProspectName].