Frequently Asked Questions

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.

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.

Please follow below mention steps for fixing email configration issue:-
 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.

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.

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.

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.

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.

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.

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.

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.