Frequently Asked
Questions

Find Solutions to Common Issues Related to notification-tools - email configuration

FAQs

How can I ensure emails are successfully delivered when sending them from BUSY?

If you want to check that your email send successfully then follow the steps.
Step 1. Go to Administration menu
Step 2. Then click on configuration
Step 3. Now click on Email Configuration.
Step 4. Now click on Test Account Setting button on the Email configuraton page then you will get an popup message
Confirming of Email sent successfully will appear.

How can email configuration be done in BUSY?

To email configuration in BUSY,below are the steps to follow:-
Step 1: Go to administration menu then select configuration option.
Step 2: Then select email configuration now mention the smtp server name, email id in username, app password generated thourgh gmail id.
Step 3: Then mention the your name in from and mention your mail id in reply to option then click on save button.

How can I configure BUSY to send emails from multiple company accounts?

BUSY does not have a built-in feature to send emails from multiple company accounts. However, you can configure BUSY to send emails from a single email account by setting up email settings in the software. If you want to send emails from multiple company accounts, you would need to manually switch the email account settings each time before sending an email.

Is it possible to send the ledger report via email?

Yes, it is possible to send ledger report via email in BUSY.follow these steps:
Step 1: Go to display and click on accounts books.
Step 2: Open account ledger report and sent via email on top option or press Alt + M.
Step 3: Or simply press Alt + L open account ledgerand sent via email on top option or press Alt + M.

How can I resolve errors while sending invoices in BUSY?

If issue is coming while sending invoice to the customer through email via sms via whatsapp, then Pls follow the below steps:
Step 1:Make sure that the configuration has been done in BUSY should be proper.
Step 2: Internet Connectivity should be proper
Step 3: Exclude the BUSY in the Antivirus so that antivirus will not block the BUSY software.

What process should I follow to attach documents like invoices or reports to emails in BUSY?

To attach documents like invoices or reports to emails in BUSY, you can follow these steps
Step 1:- Print/Email/Sms Menu
Step 2:- Invoice Document
Step 3:- Select particulat voucher type like sales, purchage etc. option
Step 4 : Select party and specify date range
Step 5 : Select the Print .
Note : Invoice and Other documentsautomatically attached .

Why are emails not being delivered from BUSY, and how can I resolve this consistently?

The issue of emails not being delivered from BUSY can be resolved by configuring the email settings correctly in the software. Ensure that the email ID and password are entered correctly, and the SMTP server settings are accurate. Additionally, check if there are any firewall or antivirus settings blocking the emails. If the issue persists, contact BUSY support for further assistance.

What details do I need to provide to configure my Gmail account with BUSY?

Details you need to provide to configure your gmail account with BUSY are 
given below
1. Your gmail account
2. SMTP server of gmail and port 465
3. App password
If still need more clarification then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in

I want to transfer customer data from BUSY to another application. What is the process to do this?

To transfer customer data from BUSY to another application, you would need to export the data from BUSY in a compatible format, such as CSV or Excel. Then, you can import this exported data into the other application using their import functionality. Make sure to map the fields correctly during the import process to ensure the data is transferred accurately.

I'm unable to change my email password; it keeps saying incorrect password. How can I reset it successfully?

Please find below mention steps for generate new id password:-
Step 1:- Login Email
Step 2:- Settings
Step 3:- All settings
Step 4:- Other google account settings
Step 5:- Securities, generate password for app select other and enter BUSY and then generate password copy and paste password in BUSY email configration.
By following above mention steps email will send successfully