One way to handle this would be via a custom module. When installed it would add post processing method to the Sales Opportunities module. This post processing will be executed when saving a record and here you can put any piece of code you like:
- check if box is populated
- if yes then send e-mail
But there is a problem with it, because any update to the record will trigger this e-mail. You may want to check the value of the box when opening the record for editing and trigger e-mail only when value changed from no to yes or when the record is created only.
This approach is rather complex and much easier will be to use existing functionality of EPESI - but use it as intended. To do so try to think in little different terms: what really happens?
1. Sales Opportunity is created and assigned to a salesperson.
2. Sometimes a customer wants to be called
There are 2 different tasks and if treated this way EPESI is ready for it. Follow this scenario as we already provided automation for that.
When Sales Opportunity is created and the record is saved the user creating the opportunity creates a Phone Call for that opportunity:
It creates a new Phone Call record assigned to employee assigned to Sales Opportunity, associates it with the opportunity, it will be visible in the history of activities for that opportunity etc.
You can enter some memo there like the best time to call, choose the phone number (home, cell), and other info.
You can schedule a date and time to call. You can do the same for meetings, tasks.
Also - employees will be notified by e-mail if they choose to turn this option in Watchdog settings:
My Settings -> Control Panel -> Watchog:
