When Date of Deadline is LessThan OR EqualTo 7 days THEN Create a Task on Account (know how to do)
THEN send Email from template (know how to do)
[li]In the e-mail have some way for the client to respond that updates a [Second Reminder?] Boolean field in the data (not sure how to do)[/li]1. If email reminder sent GreaterThan 7 days and [Second Reminder?] = 0 then send a email reminder to assigned user to contact account directly. (know how to do)
Really, the key pay part I'm not sure of is how to update a field from an email.
My best guess is to have a link to a webleads module form in the email that can update the data?
Or is there a better way?
It seems to me that the concept you’re looking for is very similar to the “Tracker URL’s” in Campaigns. This is a way for the user to click, signaling some information to you, that will find its way into your database - then you can take it from there with Workflows or custom code.
But this is not something I have experience in using.
I agree with @pgr. You will want to create a link to put in the email. The link should contain all of the necessary information to update the second reminder.
No, a URL shortener wouldn’t break it because it’s an external service. You give your user a short URL generated at some URL shortening service, the user enters it, your browser calls into their server, and gets redirected to your SuiteCRM server with the expanded URL. So, when SuiteCRM sees it, it’s exactly the same as the long URL. It never even knows about the short URL.