Automatizarea locurilor de muncă: Rezolvarea problemelor

Sometimes, an automated action might fail—a job isn’t added to a pipeline automatically, for instance. You’ll get a notification in your Inbox+ and via email when a job fails to be added to a pipeline. There’s always a reason behind why it failed—and a way to fix it. Read on to learn how to troubleshoot.

Trimiterea automatizării e-mailurilor a eșuat

• “Cannot send email. There are no linked contacts with ‘Notify’ box checked”

• "'From' field is empty in the email template"

• "Expeditorul desemnat nu poate trimite e-mailuri. Vă rugăm să verificați setările acțiunii"

• "Expeditorul desemnat nu permite trimiterea de e-mailuri din contul său de e-mail"

“Cannot send email. There are no linked contacts with ‘Notify’ box checked”

What went wrong: A job with a Send email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the job is for an account that is still offline (the user of the account cannot receive email from TaxDome until they have activated the account).

The fix: In the Failed to add jobs to pipeline notification box, click on the account name, go to the Info tab, then invite the client to use their TaxDome portal by checking the Login box (to see detailed instructions, go here ).

"'From' field is empty in the email template"

What went wrong: A job with a Send email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the email template’s From field wasn’t filled in.

The fix: Enter the name of the sender in the template’s From field (for more details, go here ).

"Expeditorul desemnat nu poate trimite e-mailuri. Vă rugăm să verificați setările acțiunii"

What went wrong: A job with a Send email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the team member who sent the email either (1) hasn’t synced their email with TaxDome or (2) entered a name that doesn’t match their own in the email template.

The fix: The team member will need to either (1) sync their email or (2) change the name of the sender in the email template to match their own (for more details, go here ).

"Expeditorul desemnat nu permite trimiterea de e-mailuri din contul său de e-mail"

What went wrong: A job with a Send email automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the team member named as the sender actually did not allow other team members to send emails on their behalf.

The fix: The team member will need to allow other team members to send emails on their behalf in the Email integration settings (for more details, go here ).

Alte probleme legate de automatizarea muncii

• "Nu se poate crea o sarcină deoarece data limită a trecut deja"

• Trimiteți mesajul: "Permisiunile expeditorului nu vă permit să efectuați această acțiune"

• "Unele mesaje nu au fost trimise. Următoarele conturi se află în starea Offline, deci nu am putut să le trimitem mesaje"

• Creați propunerea: "Acțiune interzisă! Permisiunile dvs. de utilizator nu vă permit să efectuați această acțiune"

• Aplicați șablonul folderului: "Acțiune interzisă! Permisiunile dvs. de utilizator nu vă permit să efectuați această acțiune"

• “There are no linked contacts with ‘Signatory’ box checked”

"Nu se poate crea o sarcină deoarece data limită a trecut deja"

What went wrong: A job with a Send task automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the due date specified in the task template has already expired.

The fix: Change the due date in the task template ( see how ) or use relative dates by turning off the Absolute dates toggle.

Trimiteți mesajul: "Permisiunile expeditorului nu vă permit să efectuați această acțiune"

What went wrong: A job with a Send message automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the employee named as the sender in the message template either (1) doesn’t have access rights to view all clients or (2) is not assigned to the account the message is for.

The fix: Give the team member indicated as the sender in the email template access rights to view all clients ( see how ) or (2) change the name of the sender ( see how ).

"Unele mesaje nu au fost trimise. Următoarele conturi se află în starea Offline, deci nu am putut să le trimitem mesaje"

What went wrong: A job with a Send message automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the job is for an account that is offline (the users of this account cannot receive notifications emails until it is activated).

The fix: In the Failed to add jobs to pipeline notification box, click on the account name, go to the Info tab, then either invite the client to use their TaxDome portal by checking the Login box (to see detailed instructions, go here ).

Creați propunerea: "Acțiune interzisă! Permisiunile dvs. de utilizator nu vă permit să efectuați această acțiune"

Ce a mers prost: Un job cu o automatizare de tip „Trimitere propunere” nu a putut fi adăugat automat la un flux de lucru sau nu a putut fi mutat automat în etapa următoare. Acest lucru s-a întâmplat deoarece angajatul care încerca să lanseze automatizarea nu are drepturi de acces pentru a gestiona propunerile.

The fix: Give the team member indicated as the sender in the proposal template access rights to manage proposals ( see how ).

Aplicați șablonul folderului: "Acțiune interzisă! Permisiunile dvs. de utilizator nu vă permit să efectuați această acțiune"

What went wrong: A job with an Apply folder template automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because the employee trying to launch the automation doesn’t have access rights to apply folder templates.

The fix: Give the team member indicated as the assignee of the job access rights to manage documents ( see how ).

“There are no linked contacts with ‘Signatory’ box checked”

What went wrong: A job with a Send proposal automation couldn’t be automatically added to a pipeline or couldn’t be automoved to the next stage. This happened because a job is for an account that has linked contacts that don’t have the signatory authority turned on.

The fix: In the Failed to add jobs to pipeline notification box, click on the account name, go to the Info tab, then check the Signatory box (for more details, go here ).

Acordarea accesului echipei de asistență

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