{"id":26170,"date":"2022-02-07T09:35:50","date_gmt":"2022-02-07T09:35:50","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26170"},"modified":"2022-02-07T09:35:52","modified_gmt":"2022-02-07T09:35:52","slug":"on-screen-notification-when-inbound-email-is-not-working","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/02\/07\/on-screen-notification-when-inbound-email-is-not-working\/","title":{"rendered":"On-screen notification when inbound Email is not working"},"content":{"rendered":"\n

One of the most widely used features in Sage CRM<\/a> is Email functionality. Sage CRM\u2019s Email functionality helps in managing both the inbound and outbound communications with ease entirely within CRM. Sage CRM Email allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as creating Cases, leads. Also, based on the action taken against a particular email, its status is updated in CRM for future reference.<\/p>\n\n\n\n

New Stuff:<\/em><\/strong> Set Workflow for Quotes and Orders in Sage CRM<\/a><\/p>\n\n\n\n

Sage CRM\u2019s Inbound email functionality allows syncing all emails in CRM by simply configuring details in E-mail Management Server Options. But what if Emails are not getting synched in CRM? There is no way to get the notification within CRM when email synching stops. The only way is, to check the log files or to get notified by users that emails are not syncing in the CRM system. In this blog, we are going to give a solution that how to create on-screen notifications when inbound email functionality is not working in CRM. <\/p>\n\n\n\n

In CRM, the CRM Email Manager service executes in every 5 mins which eventually downloads the inbound emails in every 5 minutes. Admin users can change the synching time as well. Whenever users admit that emails are not synching in CRM then the admin users can cross-check the same by checking the Last check time of Inbound email sync. You can refer to the below screenshot for the same.<\/p>\n\n\n\n

\"Last<\/a>\n\n
Last Check time checking<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

Follow the below steps to send an on-screen notification when inbound email functionality is not working in CRM:<\/p>\n\n\n\n

  1. Inbound Email configuration details are stored within the Custom_EmailAddress entity in CRM. To send an on-screen notification, first, we have to enable the secondary entity to send notifications. To enable the Custom_EmailAddress entity we have to execute the below query in SQL.
    SELECT Bord_Hidden,Bord_WorkflowIdField FROM Custom_Tables (NOLOCK)<\/strong>
    WHERE Bord_Deleted IS NULL AND Bord_Caption=’Custom_EmailAddress’<\/strong>

    UPDATE Custom_Tables SET Bord_Hidden=NULL, Bord_WorkflowIdField=’EmSe_WorkflowId’<\/strong>
    WHERE Bord_Deleted IS NULL AND Bord_Caption=’Custom_EmailAddress’<\/strong>
    <\/li>
  2. Now give the Metadata refresh once you execute the above query.
    <\/li>
  3. Create a new view within the Custom_EmailAddress<\/strong> entity. You can refer to the below screenshot for the same.<\/li><\/ol>\n\n\n\n
    \"Custom_EmailAddress<\/a>\n\n
    Custom_EmailAddress view<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    4. Now create the escalation to send on-screen notification and add the below code in \u201cTrigger SQL Clause\u201d.<\/p>\n\n\n\n

    emse_createdby = #U AND
    DATEADD(minute, 60, EmSe_LastCheckTime) > EmSe_LastCheckTime AND
    DATEADD(minute, 60, EmSe_LastCheckTime) < GETDATE()<\/strong><\/p>\n\n\n\n

    The above condition will send an on-screen notification to the Admin user if the Last Check Time of an inbound Email sync is not updated from the last one hour. You can change the check time in \u201cTrigger SQL Clause\u201d at your convenience.

    Once you are done with the above all steps and inbound Email sync is not working for more than one hour, the Admin user will get an on-screen notification. You can refer to the below screenshot that an on-screen notification is sent to the Admin user when an inbound email synching is stopped working.<\/p>\n\n\n\n

    \"On-screen<\/a>\n\n
    On-screen notification<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

    In this way, you can easily create an on-screen notification whenever an inbound email sync functionality is not working in CRM. With the help of an on-screen notification, you can alert the Admin user about the inbound email process.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    One of the most widely used features in Sage CRM is Email functionality. Sage CRM\u2019s Email functionality helps in managing both the inbound and outbound communications with ease entirely within CRM. Sage CRM Email allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,45,65,70,73,98,103,119,131,132,133,136,156,4291,261,332,388,389],"tags":[4539,1042,1043,1050,4538,1680,1682,1701,4537],"class_list":["post-26170","post","type-post","status-publish","format-standard","hentry","category-administrator","category-business-email","category-codeless","category-communication","category-configuration","category-customization","category-date","category-display","category-email","category-email-inbound","category-email-server","category-enhancements","category-file-email","category-new-feature","category-notifications-sage-crm","category-sage-crm","category-sync","category-synchronization","tag-custom-emailaddress","tag-email","tag-email-communication","tag-email-inbound","tag-last-check-time","tag-notification","tag-notifications","tag-on-screen-notification","tag-on-screen-notification-when-inbound-email-is-not-working"],"yoast_head":"\nOn-screen notification when inbound Email is not working - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/02\/07\/on-screen-notification-when-inbound-email-is-not-working\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"On-screen notification when inbound Email is not working - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the most widely used features in Sage CRM is Email functionality. 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