Search results by user ID 6173

Email Failure

ChaunceysTimberFlooring2 — Fri, 24 Jan 2014 09:51:28 GMT

I am having problems sending emails to customers through the CRM system. Under 'activity' there is an option to check the 'send an email' box to send an email to the customer.

This used to work as I have sent emails to customers on a daily bases before but it appears that all of a sudden (over the past few weeks) my emails are failing.

After 30 minuets of CRM attempting to send my email I get the following message below sent to my Microsoft Outlook account. There is nothing wrong with the email addresses themselves because when I send them through my email account they work fine.

Email Send Failure Alert

The following email failed to send. Method has tried to send this email via your specified mail server a total of 5 times, approximately 5 minutes apart, before giving up.

Response from Mail Server

Mailbox unavailable. The server response was: relay not permitted

Tips:

If some emails are working and some are not working, chances are you are using a bad email address. Ensure the sender email address is permitted to send through this email server, and that the 'To' email address is valid.
If you are sending email with SSL, try going to Customize > My Account > Default Email Preferences and changing the port to 587. If that doesn't work, try 465. Most SSL servers support one or the other.
If you are sending email with SSL, make sure your email server truly supports it. Try going to Customize > My Account > Default Email Preferences and changing the SSL on and off to see what is permitted.
If you are getting a 'Relaying Denied' or 'Unable to relay' error, please ask your email server administrator to disable or remove any 'POP-Before-SMTP' settings - which are not supported by Method.
For more tips visit the Method CRM Help Center

Can you please let me know how to solve this problem.

Thanks in adavnce for your assistance.

Kind Regards,

Laura Warford

Re: Notes Section

ChaunceysTimberFlooring2 — Tue, 03 Dec 2013 14:43:10 GMT

The right hand side of the screen comes up when you select a customer from the scroll down menu. A customer has to be selected before the contact infomation comes up along with the Notes to the right.

Please see screen shot below.

Many Thanks.

Re: Notes Section

ChaunceysTimberFlooring2 — Tue, 03 Dec 2013 12:25:31 GMT

Hi Naeem

Thank you for getting back to me so quickly.

Please go to:-

Activity – New Activity – Select Contact (from the scroll down on the left) Then the ‘Notes’ section appears under customer contact.

Please see below a screen shot of the ‘Notes’ section to the right, under the customer contact details.

I look forward to your response.

Many Thanks

Notes Section

ChaunceysTimberFlooring2 — Mon, 02 Dec 2013 16:08:20 GMT

My name is Laura. My company have been using CRM for nearly two months now and we are all a little confused in regards to how the 'Notes' section behaves in the Activities window.

We have been logging customer updates in the right hand side of the 'Activities' page (when you go into the activity) under 'Notes.' Sometimes this works fine and we are finding it is a good way to highlight important information related to a particular customer. However, sometimes these notes have been duplicated on other customer profiles. Is CRM duplicating these notes on purpose? Therefore are we using this section incorrectly? Or is this a system error? This is happening pretty frequently but not consistently so it is hard to understand why this is happening?

We look forward to your response.

Kind Regards,

Laura Warford.

Null entries

ChaunceysTimberFlooring2 — Fri, 01 Nov 2013 13:03:32 GMT

I am customising the opportunities screen and trying to make the field 'leadsource' a required field.

When I try to tick the required box I get this message

'Cannot change the field to a required field as there are currently NULL entries in the table.

Change all NULL values and then you may make this field Required. '

There were null values in tthe table but I've removed them and it still thinks they are there??

Can you help?

thanks

Mary