Search results by user ID 6116

Re: Email problem

nicolalogworks — Mon, 16 Sep 2013 18:55:47 GMT

Thanks again, Adam, you've been very helpful. Have a good day!

Re: Email problem

nicolalogworks — Mon, 16 Sep 2013 18:27:19 GMT

Adam, that was the problem! I had put our company name into the "from" field and my name into the "from name" field... I guess I assumed that since our email address is set up in the email preferences, it would automatically use that as the sender and just wanted the company name and sender name in those fields. Once I entered our actual email address in the "from" field, it worked even without selecting a template. The templates pre-fill the "from" field with the email address, that's why it went through each time I selected a template.

Thank you so much for your help - problem solved!!

Re: Email problem

nicolalogworks — Mon, 16 Sep 2013 16:59:37 GMT

Adam, I just tried again and noticed that if I choose the "blank" template from the email template list, it will send - but if I do not choose a template and just type in a message, it still will not send. I did the two emails right behind each other so nothing changed in-between. Could it have something to do with the fact that the templates pre-fill the "from" and "name" fields, whereas I do it manually when I don't choose a template?

Re: Email problem

nicolalogworks — Mon, 16 Sep 2013 15:52:40 GMT

Hi Adam,

Thank you for your quick reply! We did all of the things you suggested, checked the "send email" checkbox, and selected to process all rows, not just checked ones. However, I just sent another test email and this time I selected an email template, which I had not done the previous times. For the first couple of test emails I just selected by contacts and then typed a message in the message box. When I choose a template instead of typing a message, it goes through. I assume this is because the ListBuilder is intended for mass emails for which you would always use a template?

Email problem

nicolalogworks — Mon, 16 Sep 2013 15:20:41 GMT

We have tested our default email preferences and received the test email immediately after the test, so our email setup seems to be fine, but when we try to send an email to several recipients through the Listbuilder function, it does not seem to be working. We did not get any error messages, and it was only a test email to 3 internal recipients, not a mass mailout, but none of them received it. We are using gmail. Does anyone know what the problem could be?

Re: no tags on contacts page

nicolalogworks — Mon, 16 Sep 2013 15:13:14 GMT

It took us a little while to find the tag as well - you have to be in the "add/edit contacts" screen in order to see the tag on the top left. If you are in the customer or lead main screen, go to the contacts tab for that customer and click on "edit contact".