Using Sage 50 premium version 2017.1 and email not syncing

I noticed about a month ago people were not receiveing my quotes that were sent via email through simply.  When I click on the add in button in microsoft outlook 2010 the and choose to sync. with sage 50 data file, it comes up with the message that that featrure is not available, contact Sage support. What I did find is that when I send an invoice or quote using sage and the email option, it shows being sent and reveiw my sent folder in email it shows sent. if I go to look up in my sent forlder for the quote that was sent it is at the oldest point of my email sent list with no date on it.. it says "none" in place of the date. what I have found is if it says that then the recipient never received the email. I have to forward it directly in outlook to make it show the date and for my recipient to recieve it.

my defaults for email and data are correct... why do I get the message when clicking on sync in outlook that featrue is not available. it is pretty frustrating to have to constantlly forward a sent email in orderr for it to really be sent.

Any suggestiions would be greatly appreciated..

thank you

Angie Beri

  • 0

    aberi said:
    When I click on the add in button in microsoft outlook 2010 the and choose to sync. with sage 50 data file, it comes up with the message that that featrure is not available, contact Sage support

    That feature will sync the address book, it has nothing to do with email that has already been sent from Sage 50.  There is nowhere in Sage 50 where outgoing email is stored until Outlook is ready to send it.

    aberi said:
    it shows being sent and reveiw my sent folder in email it shows sent

    Sent Folder, or Outbox?

    aberi said:
    if I go to look up in my sent forlder for the quote that was sent it is at the oldest point of my email sent list with no date on it.. it says "none" in place of the date.

    For certain, this is the Sent Folder, or the Outbox?  

    If it is for certain the Sent Items folder, do you have any antivirus software that scans your outgoing email?  

  • 0 in reply to RandyW
    It shows in the outbox and then when sent it shows in the sent folder. When I drag it to the file in my sent folder for a specific company and look in that folder there is no date on it. so instead of showing at the top of the list with the date beside it , it is at the bottom of my list with the word none where the date should be. If I click to open it , it will show me the date but if I want to search the emails under the date I sent I can't see it unless I go to the bottom of the list under the date none. Yes I have antivirus scanning my outgoing email and it scans them all. I never had this issue until a couple ofmonths ago. I could look it up in my sent folders. Now I know for a fact my customer is not getting the email even though it shows it was sent. I have to forward that email and then it will show with date etc.
  • 0 in reply to aberi

    aberi said:
    Yes I have antivirus scanning my outgoing email and it scans them all. I never had this issue until a couple ofmonths ago. I could look it up in my sent folders.

    E-mail uses completely different technology, but works the same as regular old paper mail.

    Sage 50 runs up the letter, puts it in an envelope, and has a discussion about the letter with the desktop email client (outlook)

    If Outlook can't / won't send it, you'll see an error message.  

    Normally. Outlook agrees to drops it into the outgoing mail, and Sage 50 marks the document as 'emailed'. 

    **** At this point, Sage 50 is done with the email, and it's up to Outlook to send it **** 

    Outlook will contact the email server, or the antivirus email gateway, and attempt to send the email.  If it doesn't work, there's no way for the email program to tell the Sage 50 program that it didn't work.  When the accountant hands a letter off to reception and marks the file copy 'sent', and it doesn't get there, it's not the accountant's fault, regardless of whether it was the receptionist, the internal mail system, the post office, or the recipient who dropped the letter in the snow.

    In 'paper mail' terms, the antivirus (security guard) didn't like the look of some of those letters and forced Outlook to hold onto them instead of passing them on to the post office.  Or the Outlook security settings didn't let it through.  Your 'I.T.' people should be able to tell you what happened, and fix it.

    ******************************************************

    The latest versions of Sage 50 have 'SMTP' capability that will bypass all that and send email directly to the Post Office email server.  It can still be blocked, but there's fewer moving parts, and the Sage 50 program will know it didn't work and display an error message.  

    Because SMTP email bypasses everything on the desktop, there's no 'sent item' in the Outlook on the desktop that was bypassed.

  • 0 in reply to RandyW
    so is that the choice to use a webmail account? Also I do see in outlook 10 that is is sent but for some reason doesn't lable it by the correct date.. almost as if it doesn't know what it sent. I do prefer to have a copy of the "sent item" because I can't tell you how many times I have to go in my sent and find at quote etc to reorder it. Let me know please is the smtp email the choice to use webmail account?
  • 0 in reply to aberi

    aberi said:
    Let me know please is the smtp email the choice to use webmail account?

    Yes.   The two options are labelled:

    'Use a default desktop email program' to use the Microsoft email system that's installed on the desktop, or

    'Use a webmail account' that will bypass any desktop programs and go directly to the email server. 

    In my opinion, it's best to fix the desktop email system and have all its features and conveniences, and use the Windows MAPI - it's one central place for all the email server settings for any and all programs.  Because antimalware doesn't expect any program other than your email client software to be trying to talk to an email server, it may block Sage 50 from sending email using SMTP.

  • 0 in reply to RandyW
    I prefer to use the default email program Microsoft outlook. I have found if I email my self and then go in my sent folder and open the email and save the attachement to my desktop. I can email it and get a correct record of it being emailed with a date etc. So this is what I am doing.. .the crazy part is this never happened until updated simply.. oh well
  • 0 in reply to aberi

    If it's in the Outlook 'Sent' folder, then as far as Outlook can tell, it was 'sent'.  Not sure why it didn't get where it was supposed to go, could be wrong email recipient address, antivirus / antimalware / scanning / forwarding not working, or spam filtering somewhere along the chain.

    aberi said:
    I can email it and get a correct record of it being emailed with a date etc. So this is what I am doing.. .the crazy part is this never happened until updated simply.. oh well

    Check the settings in your anti-virus / anti-malware.   It's not so crazy, it may have accepted the specific, previous version of Sage 50, but doesn't know that the current one is allowed to send email.  You could confirm this by opening the previous version of Sage 50 and sending a test email.

    If it's in the 'Outbox' folder, then Outlook could not, or has not yet sent it.