Notifications and emails
Create and manage your users communications options.
By Terence1 author50 articles
eMails
Help for anything eMail related.
- Send eMails from the systemHelp to set up your eMail sending.
- Emails are stuck in the mail queue as pendingThis guide explains the reasons why email messages may be delayed and remain in a 'Pending' state within the queue.
- Set up an eMail signatureThis article explains how you can set up a signature on your eMail.
- Set Up eMailsThe system can be configured to send eMails - please follow the steps below:
- Set Up a G-Suite eMail Account To Send SMTP eMailHow to use Gmail to send eMails
- eMail signature changes language after sendWhen sending a mailshot from within the Access Recruitment CRM, the language changes and produces symbols in the eMail signature.
- 2 Factor Authentication (2FA) for Office 365This article explains how to set up 2-factor (2FA) or Multi-factor (MFA) authentication for Office 365
- Emails sent from Access Recruitment CRM appear in the Sent items folder in OutlookThis article explains how to resolve the issue of sent email appearing twice in notebooks - Access Recruitment CRM is duplicating notebook items.
- Prevent Text Formatting Changes When Sending EmailsThis article explains why formatting differences can appear in sent emails and how to prevent them when using formatted documents or templates in Access Recruitment CRM.
- Email sent successfully but hasn't been received by recipientThis article explains how emails sent through Access Recruitment CRM work but only applies to sending eMail via SMTP protocols and not via Modern Authentication.
- Not able to synchronise old eMails into the systemIf you add an email address from an email you have already received it will not sync into the system.
- Send emails using Office 365You can use Office 365 to send eMails in Access Recruitment CRM instead of SMTP.
- Can't enter multiple email addresses to a communications recordThis article explains why, if you try to add multiple email addresses to a client, you get an error enter valid email address.
- Can I send an eMail from Stored Documents?I've created a template in Template Maintenance and saved it as a stored document so the merge fields populate correctly. Now, I need to send this template via email toā¦
- Viewing the Mail Queue Items listIt is possible for you to see the list of ALL items stuck in the Mail Queue - see below:
- Add an attachment to an emailIt is possible to attach files to emails - see below:
- Is there an option to select other users quickly as CC or BCC recipients when sending an email through the systemIs there an option to select other users quickly as CC or BCC recipients when sending an email through Access Recruitment CRM
- Inherited font and size in signatureThis article explains what the inherited font and size in the signature panel are and where it is inherited from.
- eMail using Modern Authentication - Renew an expired Client SecretLearn what to do if your eMails have stopped sending and you're using Modern Authentication.
Exchange
Syncing your emails from Outlook.
- Email sync and sending emails using modern authenticationHow to configure Access Recruitment CRM email sync and email sending using Office 365 modern authentication.
- RCRM email sync with Modern Auth - Office 365 configurationWhat is needed for the Office 365 configuration.
- Access Recruitment CRM configuration for Modern AuthenticationWhat configuration is required for Access Recruitment CRM to use modern authentication.
- Send emails using Office 365Using Office 365 to send eMails in Access Recruitment CRM instead of SMTP
- Microsoft Exchange Sync configurationThe configuration tasks need to be done to setup Microsoft Exchange Sync.
- Exchange Sync troubleshootingTroubleshooting Exchange Sync.
- Exchange sync does not work for all usersUsers are experiencing issues with their exchange sync.
- Exchange Account sync has stopped workingUsers are getting the error: 'Exchange email sync did not complete successfully'
- Sync my Outlook calendar with the Access Recruitment CRM Diary?Not currently possible to sync Outlook calendar with the Access Recruitment CRM Diary.
- Exchange Sync not syncing from Access Recruitment CRM to OutlookEmails are syncing in from Outlook into Access Recruitment CRM but not the emails going out from Access Recruitment CRM to Outlook.
- Some eMails not syncing from OutlookSome eMails from Outlook are not syncing into Access Recruitment CRM and notebooks not being updated. Not able to synch older eMails.
- Error Exchange email sync did not complete successfullyWe are receiving the above error in the messages tab.
- Do Office 365 App passwords expireHow long are Office 365 App passwords valid for?
- Stop Office 365 from syncing with my systemI have tried to disable my Office 365 from syncing with my system, however, whenever i do this it disables ALL users accounts.
- Exchange Account Folder SyncThis article provides information about how to set up Exchange Sync so that it only syncs selected folders.
Mailshots
Manage the set up and use of mailshots.
- Create a mailshotThis guide shows how to send candidate mailshots using Access Recruitment CRM. For frequent or large-scale campaigns, we recommend using a dedicated email marketing tool.
- Recommended limit when sending mailshotsMailshots can be used to assist with marketing your services but you do need to bear in mind how many people you send it to and the size of whatā¦
- My email account gets blocked when I send a mailshotThis article provides information about what to do if whenever you send a mailshot your email account gets blocked and you have to get IT to unblock it.
- Email address not set in client mailshotThis article explains what to do if you find that email addresses on client mailshots are not set.
- Remove recipients from mailshotsYou can remove recipients to whom you've recently sent a mailshot.
- How do I exclude an applicant from receiving mailshotsIt is possible to mark a candidate as not wanting to receive mailshots - see the steps outlined below.
SMS
Sending and receiving text (SMS) messages.
- Unable To Send SMSUsers are not able to send SMS messages from Access Recruitment CRM - receive the following errors 'Error - Unable to send SMS. Please check your SMS Sender and APIā¦
- Emails are not being received for SMS repliesWhat to do if notification eMails for inbound SMS messages not being received by the consultants.
- Redirect Inbound SMS To Selected UsersSMS messages coming in from someone on the system with multiple records or if the sender canāt be found within the system the messages is forwarded to all users. Isā¦
- Applicants not receiving SMS Text messagesWhat to do if a user has had numerous Applicants not receiving texts they have sent from the system.
- How to Set up Access SMSThis article is only relevant to new Access Recruitment CRM installs and not if you have migrated from Access RDB.
- Can the Access SMS mobile number be diverted if someone calls itSome candidates try to call that number to contact us and the number rings and then states 'we are sorry your call can not be completed at this time'. isā¦
- Restrict who can send SMS messagesThis article explains how to restrict certain users from sending SMS, using the SMS Limits option.
- Incoming SMS matches multiple recordsThis article explains what to do if you receive an incoming SMS message stating the following: This number matched multiple records. The records are listed below. Please remove this numberā¦