I am doing some more testing and am having a problem with the Referral activities.
- On My Applications I select "Send Info"
- I run through the complete sequence - not skipping any
- Emails get sent to Volunteer and to Organisation
- But the activities for the volunteer do not include the Send Volunteer Info Email (and related Email) activity.
Am I doing something wrong? I'm sure that I saw this working previously.
As an aside, I notice that in the user guide - (https://v-base.org/users-guide/applications/processing-applications/step-3)
- It gives a screen of the created activties for the above sequence, but includes just Send Opp info email, send Vol info email and Send info (3 activities)
- But it actually creates two extra Email activities (total 5 activities) (although currently as described above I get no send vol info activity or Email activity)
Regards
Richard
I just tried to do the same sequence for a local volunteer (ie from My Local Applications) and that doesn't seem to send the email to the organisation either.
Is there something wrong today?
Hi Richard,
Could you let us know an example of a Volunteer record that has the issue, so that we would be able to check it for you.
Email activity will be created for every email sent from VBC.
As per the request on the forum post below, 'Send volunteer details to Organisation' has been fixed recently to use opportunity contact email address by default.
https://v-base.org/comment/853#comment-853
Thanks
Hi Gopi
Thanks for getting back to me. I just went through the whole sequence again this morning and got a different result.
The attached file shows the sequence..
I used the same records as I did yesterday. I deleted the volunteer record (and activities) from VBC and logged the whole process of Import and Send Info.
My understanding is that the whole process should produce the following activities...
And with emails sent to both the Volunteer and Organisation.
This morning (as you can see on the last screen) I got the sequence...
In addition I only got the email that was sent to the Organisation, not the one to the Volunteer. (I did get both emails yesterday - using the same Volunteer record).
Can you take a look at this please and let me know what you think.
Regards
Richard
PS - as an aside, I notice that the activities logged in a sequence are not in the correct order in the sequence displayed. I assume that this is because the timestamp is only resolved to a minute. It would be better if this could be to the second so that activities are always in the correct order as expected.
Hi Gopi
Have you had a chance to look at this again please?
Richard
Hi Gopi
I just tried this again with a completely new volunteer record. Unfortunately it still is not working.
Can you please check the record against the volunteer - Richard Vbase
I have tracked this through the whole sequence - Import, Request info and all 3 steps in Send Info.
Result is the following sequence in activities (see screen shot ) .....
NB - all emails were sent (2 to volunteer - request info and send info, and 1 to organisation)
I previously mentioned that org email did not get received, but I think there is a junk mail issue there - so there doesn't seem to be a problem with actual emails.
The thing that is missing is the logging of the activity to reflect the send if email to the organisation.
I would really like to get this all sorted so that I can move on with defining exactly how we will use VBC
Richard
Sorry - Getting a bit desperate on this. Any answer please?
Do you have a progress report on this please?
Any progress please?
Hi Richard,
Send volunteer info to Organisation action was recording 'Send Volunteer Info Email' activity against the orgainsation record. This has been fixed now to record 'Send Volunteer Info Email' against the volunteer & the organisation records. Please check the updated user guide on 'Send Info' for more details.
User guide link : https://v-base.org/users-guide/applications/processing-applications/step-3
Thanks
Hi Gopi
I just went through the sequence to test this and it works fine.
Thanks very much for this.
Regards
Richard