Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - email configuration
Why am I unable to share emails from BUSY?
If you are facing issues with sending email through BUSY then check the following steps
Ensure that you have properly configured your email account in the BUSY email configuration settings.
Step 1. Go to Administration Menu
Step 2. Then click on Configuration
Step 3. Now click on Email configuration
Step 4. Verify that the server name is correctly set as smtp.gmail.com. If you are using Gmail Account if you are using gmail account.
Step 5. Also verify that two step factor authenticaiton is enabled in your Gmail account.
Step 6. Alternatively you can generate a new App specific password in your gmail account and input it into the
password field in BUSY.
Step 7. Check your antivirus, firewall, or Windows Defender, as they might be blocking your account.
Step 8. Ensure you have an active and stable internet connection.
Step 9. Exclude BUSY21.exe files from antivirus.
Step 10. Exclude BUSYwin folder from antivirus.
Why are auto emails getting delayed by several days?
Auto emails can get delayed by several days for various reasons, and addressing the issue may require troubleshooting and identifying the root cause. Here are some common reasons why auto emails may experience delays and potential solutions:
Step 1 :Delayed emails can occur if the email server, either yours or the recipient's, experiences technical problems, congestion, or outages.
Step 2 :Be patient and wait for the email server to clear the queue.
Step 3 : Reduce the size of attachments, if possible, or use a file-sharing service to send large files. Compressing attachments can also help.
Step 4 :Ensure that your email content and attachments don't trigger spam filters or security checks.
Step 5 : Verify the health of your network and your recipient's network. If you suspect network issues, address them to improve email delivery times.
Step 6 :Consider scheduling your auto emails during non-peak hours to reduce the chances of delays.
What's the process for emailing invoices to customers directly from BUSY?
The process for emailing invoices to customers directly from BUSY are as under :
First, make sure your email settings in BUSY are set up correctly.
Step 1. Go to the Administration menu and click on Configuration.
Step 2. Choose Voucher series Configuration and select the sales series you want to configure for email settings after saving an invoice.
Step 3. After selecting the series, click on the Voucher Configuration button.
Step 4. Enable the Send E-Mail after saving option by selecting Y and then click Save to save the configuration.
Step 5. Create an invoice by going to the Sales option under the Transaction menu.
Step 6. Save the invoice, and BUSY will prompt you to send an email.
Step 7. Click Yes to send the email to the customer.
Step 8. Choose the email format you want to use, and click the Email button to send the email to the customer.
How to configure SMS and email notifications for reminders and alerts?
Steps to configure email in BUSY.
Step 1: Go to administration menu and select configuration option.
Step 2: In configuration option select email configuration.
Step 3: From email configuration option select send directly option from email sending options.
Step 4: In next step in report sending select pdf option.
Step 5: In server configuration option mention smtp server name as smtp.gmail.com if have gmail id.
Step 6: Then mention email id and app password in it.
Step 7: After that metion from name and reply to id.
Steps to generate the app password in BUSY.
Step:1 Login your mail id.
Step:2 Select the manage your google account.
Step:3 Select the security option.
Step:4 Navigate to 2 step verification and turn on it.
Step:5 Then drag your cursor to the bottom and generate app password.
Step:6 Copy that password and mention in email configuration in the BUSY.
How to Send Invoice Via Email from BUSY to Customer?
To configure email options for invoices in BUSY, follow the steps below:
Step 1: Verify that your organization is using the Standard or Enterprise edition of BUSY.
Step 2: Navigate to the Administration Menu->Configuration->Email Configuration to Configure Email configuration.
Step 3: Now Navigate to the Administration Menu->Configuration->Voucher Series Configuration.
Step 4: Select the specific voucher type for which you want to configure email invoices.
Step 5: Select the desired voucher series related to the chosen voucher type and Click on Voucher Configuration
Step 6: Under the Voucher Configuration settings, locate the option to "Sent Email after saving." and Enable this option to trigger email notifications for the voucher series.
Step 7: Next, specify the format in which you want to send the invoices via email.
Step 8: Save Voucher Configuration.
If the issue persists, contact to customer support on 8282828282 for assistance.
I want to send sales invoices automatically via email in BUSY. What configuration steps are required for this?
The process for emailing invoices to customers directly from BUSY are as under :
First, make sure your email settings in BUSY are set up correctly.
Step 1. Go to the Administration menu and click on Configuration.
Step 2. Choose Voucher series Configuration and select the sales series you want to configure for email settings after saving an invoice.
Step 3. After selecting the series, click on the Voucher Configuration button.
Step 4. Enable the Send E-Mail after saving option by selecting Y and then click Save to save the configuration.
Step 5. Create an invoice by going to the Sales option under the Transaction menu.
Step 6. Save the invoice, and BUSY will prompt you to send an email.
Step 7. Click Yes to send the email to the customer.
Step 8. Choose the email format you want to use, and click the Email button to send the email to the customer.
How can I send invoices via WhatsApp from BUSY? Is there any additional configuration required for this?
BUSY does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
Step 1 : Check the Whatsapp API Configuration .
Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
Step 5 : Double-check the integration settings within BUSY.
Step 6 ; Ensure that your computer has an active and stable internet connection
Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers.
Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.
How can I reuse a template email in BUSY when encountering an error message on resend?
BUSY handles email errors and allows for the resending of emails from the offline emails folder. It appears that BUSY has a built-in feature that allows users to access and resend emails that encountered errors and were saved in the offline emails folder.
Step 1 ;Access the Configuration Menu: Open BUSY and navigate to the Configuration or menu
Step 2 :Select this option to access the offline emails folder.
Step 3 ;In the offline emails folder, you should see a list of emails that encountered errors and were saved. These emails may be organized by date. Locate the specific email you want to resend and select it.
Step 4 :nce you've selected the email you want to resend, look for an option to resend it. This option may be labeled as Resend.
Step 5 : After reviewing and confirming the email, initiate the resend process. The email should be sent to the intended recipient.
How can I get the offline email form for my secondary user account in BUSY?
BUSY handles email errors and allows for the resending of emails from the offline emails folder. It appears that BUSY has a built-in feature that allows users to access and resend emails that encountered errors and were saved in the offline emails folder.
Step 1 ;Access the Configuration Menu: Open BUSY and navigate to the Configuration or menu
Step 2 :Select this option to access the offline emails folder.
Step 3 ;In the offline emails folder, you should see a list of emails that encountered errors and were saved. These emails may be organized by date. Locate the specific email you want to resend and select it.
Step 4 :nce you've selected the email you want to resend, look for an option to resend it. This option may be labeled as Resend.
Step 5 : After reviewing and confirming the email, initiate the resend process. The email should be sent to the intended recipient.
Why am I getting errors in BUSY when trying to connect to WhatsApp?
BUSY does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
Step 1 : Check the Whatsapp API Configuration .
Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
Step 5 : Double-check the integration settings within BUSY.
Step 6 ; Ensure that your computer has an active and stable internet connection
Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers.
Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.