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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Email (inc. Archiving)

Diagnosing Incoming Email Issues

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Checking that Jim2 is receiving emails is a simple process. The best place to start is to create a new email list.

 

emaillist

 

The latest email will be on the top of the list, showing the time and date that Jim2 received it.

 

Send and receive 

Click Send/ Receive on the ribbon to force Jim2 to check for emails immediately:

 

sendreceive

 

If the Jes service is not running, when selecting this icon a message will appear advising Jes is required.

 

jesnotrunning1

 

Review any warnings and take the required action (such as starting the Jes service on the Jim2 Server).

 

After selecting Send/Receive, re-run the email list again to see if there is anything new.

 

Test the email account 

The receiving email accounts are set up in Tools > Setups > Email Accounts. Test that the settings are correct by using the Test button.

 

setupemail1

 

If the test is successful, a message will appear showing how many emails are waiting on the email server for Jim2 to collect:

 

emailtestsuccessful

 

If the test is not successful, information will display as to why (eg. wrong password, etc.).

 

emailunsuccessful

 

Review the account settings and adjust as required. Click Test as many times as required to test new account settings.

 

If the account says there are no emails waiting but there actually are, check with the internet service provider or IT support so they can confirm that email is getting to the email account.

 

Be sure to check that POP3 Enabled is ticked. Whilst it will test successfully, it will not collect if it is not ticked!

 

Advanced troubleshooting

Any issues receiving email will be recorded in the Windows Application Event Log on the Jim2 Server. Please review this log for errors. Also, whilst troubleshooting, it is advisable to disable any virus scanners and/or firewalls to eliminate them as possible causes.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

 

 

How to

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

Find Missing Emails

How Email 'From' Works

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email