Frequently Asked
Questions

Q: How can I check if a new email account is working correctly in BUSY?

To check if a new email account is working correctly in BUSY, you can try sending a test email from the software to your own email address. If you receive the test email successfully, it indicates that the new email account is working correctly in BUSY.

Q: Additional steps needed after entering email password in BUSY to ensure proper functionality?

Please follow below mention steps for entering email configration:- Step 1:- Administration Tab Step 2:- Configration Step 3:- Email Configration, check SMTP server details and id and generate password for BUSY app from google settings then securities set generate password and enter in BUSY.

Q: How to generate the app password from my gmail account for sending mails from BUSY directly

Steps to follow for generating the app password Step:1 Login your gmail account and go to manage my google account. Step:2 select security option and turn on 2 step verification. Step:3 Generate app password and copy paste that password in BUSY's email configuration.

Q: I am not able to email invoices directly from BUSY. How can I configure this?

Steps to follow for configuring the email in BUSY Step:1 Go to administraiton Step:2 Then select configuration Step:3 Then navigate to email configuration Step:4 Mention smtp server and other details in the configuration. Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY from your email id.

Q: Why doesn't my password sync automatically to other connected company accounts in BUSY?

Passwords in BUSY do not sync automatically to other connected company accounts. Each company account has its own separate login credentials, including username and password. Therefore, you will need to manually enter your login credentials for each individual company account in order to access them.

Q: How can I customize the sender name for email notifications sent from BUSY?

To customize the sender name of the email, see the following steps: Step 1: Go to the Administration Menu. Step 2: Click on Configuration, then click Email Configuration. Step 3: Enter the desired sender name in the from section. Step 4: Click on Save to save the email configuration.

Q: How can I generate an app password for connecting my email to BUSY?

Steps to follow for generating the app password Step:1 Login your gmail account and go to manage my google account. Step:2 select security option and turn on 2 step verification. Step:3 Generate app password and copy paste that password in BUSY's email configuration.

Q: I am not receiving the test email what could be causing this?

There could be several reasons why you are not receiving the test email. It could be due to a problem with the email server, incorrect email address, or the email could be in your spam or junk folder,incorrect password,internet connection,and check space in gmail storage.

Q: How can I customize the header/subject line when emailing invoices from BUSY?

To customize the header/subject line when emailing invoices from BUSY, you can go to administration andt then Configuration menu and select Email Configuration. From there, you can edit the email header line template to include the desired information or customize it according to your preference.

Q: How do I modify BUSY user settings to disable email prompts?

To modify BUSY user settings and disable email prompts, go to Step 1 : CLick on administration Step 2 : Then users Step 3 : select the user you want to modify, and turn off the option for "Sending prompt to send mail offline." Then, save the changes.

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How can I check if a new email account is working correctly in BUSY?

To check if a new email account is working correctly in BUSY, you can try sending a test email from the software to your own email address. If you receive the test email successfully, it indicates that the new email account is working correctly in BUSY.

Additional steps needed after entering email password in BUSY to ensure proper functionality?

Please follow below mention steps for entering email configration:-
 Step 1:- Administration Tab 
 Step 2:- Configration 
 Step 3:- Email Configration, check SMTP server details and id and generate password for BUSY app from google settings then securities set generate password and enter in BUSY.

How to generate the app password from my gmail account for sending mails from BUSY directly

Steps to follow for generating the app password 
 Step:1 Login your gmail account and go to manage my google account.
 Step:2 select security option and turn on 2 step verification.
 Step:3 Generate app password and copy paste that password in BUSY's email configuration.

I am not able to email invoices directly from BUSY. How can I configure this?

Steps to follow for configuring the email in BUSY
Step:1 Go to administraiton
Step:2 Then select configuration
Step:3 Then navigate to email configuration
Step:4 Mention smtp server and other details in the configuration.
Step:5 Enable 2 step verifitcaiton and generate app password for mentioning in BUSY from your email id.

Why doesn't my password sync automatically to other connected company accounts in BUSY?

Passwords in BUSY do not sync automatically to other connected company accounts. Each company account has its own separate login credentials, including username and password. Therefore, you will need to manually enter your login credentials for each individual company account in order to access them.

How can I customize the sender name for email notifications sent from BUSY?

To customize the sender name of the email, see the following steps:
Step 1: Go to the Administration Menu.
Step 2: Click on Configuration, then click Email Configuration.
Step 3: Enter the desired sender name in the from section.
Step 4: Click on Save to save the email configuration.

How can I generate an app password for connecting my email to BUSY?

Steps to follow for generating the app password 
 Step:1 Login your gmail account and go to manage my google account.
 Step:2 select security option and turn on 2 step verification.
 Step:3 Generate app password and copy paste that password in BUSY's email configuration.

I am not receiving the test email what could be causing this?

There could be several reasons why you are not receiving the test email. It could be due to a problem with the email server, incorrect email address, or the email could be in your spam or junk folder,incorrect password,internet connection,and check space in gmail storage.

How can I customize the header/subject line when emailing invoices from BUSY?

To customize the header/subject line when emailing invoices from BUSY, you can go to administration andt then Configuration menu and select Email Configuration. From there, you can edit the email header line template to include the desired information or customize it according to your preference.

How do I modify BUSY user settings to disable email prompts?

To modify BUSY user settings and disable email prompts, go to
Step 1 : CLick on administration
Step 2 : Then users
Step 3 : select the user you want to modify, and turn off the option for "Sending prompt to send mail offline." Then, save the changes.

Frequently AskedQuestions