Mail notification does not work

Hi everyone. I got a problem with my mail notification. I created a mail notification in person entity. condition is : Person - Gender equal to Male. I have set a specific user to 'To' field that when a new person is create he will get an mail this person. but it doesn't work for me. No any mail is sent to that user after i create a person with Gender = Male. Could everyone tell me why ? Please guide me some way on this.

Best Regards,

/Sokheng

  • 0

    Hi,

    What version of CRM are you using? Can you test this with a hard coded email address, as opposed to selecting a user? Is your CRM escalation service running? Can you send a mail out of CRM through the 'New' - 'Email' function?

  • 0

    Hi Toby,

    I'm using v7.1. I don't understand what you mean by 'test this with a hard coded email address, as opposed to selecting a user?' . I'm new to sage CRM. So could you tell me more detail of this?

    I think about my CRM escalation service is running. because i tested create a notification with same condition above mail notification. After i create a new person, than the user will get a notification of what i have configured.

    and I'm sure I can send mail out through clicking a person email address and send. I really get stuck on it. Please help on this.

    Best Regards,

    /Sokheng

  • 0

    Put an email address in, instead of selecting a user, so you know the email address is correct.

    Maybe add this to the CC, so you can see what the TO field is being set as.

    I think this could be a bug, depending on the patch level of 7.1 you are using, where it passes the users name as the email address, instead of the email address.

  • 0

    Hi Sokheng,

    if you can send hard coded emails.

    i would try below:

    1. Administration -> Advanced Customization -> Workflow & Escalation Configuration

    2. Use Escalation Service make it to "No"

    Setting this option to No means that the Web server will run escalation rules instead of Sage CRM Escalation Service, which requires someone to be logged in Sage CRM.

    I have seen some issues around with sending notification emails and above has resolved it most of the times

  • 0

    The solution from Parth Patel looks to do the trick - be warned however that the CRM seems to want to catch up with all e-mails that should have been triggered. you might therefore want to warn users to expect a bulk of e-mails coming through prior to making the change