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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Email (inc. Archiving)

Diagnosing Outbound Email Issues

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Sometimes email will fail to send for various reasons. Jim2 has a couple of ways of alerting users when it is unable to send an email.

 

Send and receive

On the ribbon, select Send and Receive to force Jim2 to send emails immediately:

 

sendreceive

 

If the Jes service is not running, Jim2 will pop a notification to screen when selecting this icon.

 

jesnotrunning1

 

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

 

Email list – System Outbox

To bring up a list of emails Jim2 has not been able to send yet, look in the System Outbox folder. Generally, when this list is run it will be empty. If there are many emails in this list, the reason should be investigated (see Email Properties below for finding the reason).

 

systemoutbox

 

Failed emails within a Jim2 object

When looking at the Comment grid of a Jim2 object (job, quote, etc.), if there is a red vertical bar on the left side of email comments, there has been an issue sending the email. Hover over the red area and the Hint will explain error as reported by the email server.

 

emailerror

 

Email properties 

When viewing an email (after double clicking on it to open the Email in its own screen), select Properties on the ribbon of the email to see extended information about the email. Any issues, such as the error as reported by the email server, are displayed. This is supplemented with the time and date Jim2 last attempted to send the email. From here, check the SMTP headers of the email, which can be very helpful when diagnosing complex email issues.

 

emailproperties

 

How many times Jim2 has tried to send the email can be seen (Retry Count) in the General screen. This is useful for times when the email server is not accessible, or is too busy to receive emails.

 

If an error like the one above is encountered, it is best to talk to the person who supports the email server to find a resolution.

 

Failed emails within an email list

Set up email security in regard to who can view the System Failed email folder.

 

Now, create a new email list using the System Failed folder name. Pin and put a timer on this list to update regularly, and also autorun when logging on to Jim2.

 

Advanced troubleshooting 

Any issues in sending an 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 Incoming 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