Q1 - User cannot see the client timeline
In order to see the client Timeline non admin users need to have the setting switched on in user settings.
Go to the main settings page > Under Admin > Select Users > Select the user's name > Click the checkbox for View client Timeline > Click Update.
Q2 - The notifications bell is not updating
Opening any client record will force a poll of the email server, Once you move to another page in MagManager the notification bell will update.
From the client's screen > Click to open any client record > Click any heading on the top navigation bar > The notification icon will update.
Q3 - Emails sent from your email client not appearing on the client timeline
Check to see if your MagManager account is connected to Microsoft 365. To do that click your initials/avatar top right of the screen > Select My Details > If connected you should see a button ‘Disconnect from Microsoft’. If you DO NOT see that button, your account is NOT connected and that's why the email is not appearing on the timeline.
Q4 - Microsoft Login Authentication Failed
This is likely to happen if you use Microsoft Windows 11 Home operating system where you login to your computer using hotmail. When you open a web browser it's automatically logging you in with your hotmail account.
To resolve this open Chrome in an incognito window by clicking the 3 dots top right and selecting New Incognito Window
Once the window is open, go to MagManager.co.uk and select Sign in with Microsoft, it should prompt you to type in your microsoft 365 email address and password rather than automatically connecting to your hotmail account.
Q5 - Change Email Display Name
The email display name comes from your Microsoft 365 account, it's not controlled by MagManager. See Microsoft support here if you need help with your display name.
Q6 - Server Error - Validation Failed For One Or More Entities
Error message when trying to login to MagManager with Microsoft credentials.
The error message 'Validation Failed For One Or More Entities. See 'EntityValidationErrors' property for more details.
This indicates that your Exchange Server is not giving MagManager all the access it requires.
Your IT admin will need to go to your Entra admin - entra.microsoft.com and navigate to the page shown below:
In the enterprise applications on the left they will see magmanager. When they click it they will see this screen. If an Admin clicks the 'Grant Admin Consent' button (blue one in the middle of the screen. It should work.
The one that has not been given consent is the 4th one down 'offline access'
Q7 - Email Send Error Message - Access is denied. Check credentials and try again.
When the email logs display the error message 'Access is denied. Check credentials and try again.' The likely cause is that the user email address has been changed in MagManager, but the connection to Microsoft has not been changed to reflect this.
Solution - Disconnect MagManager from Microsoft. Sign in again with the updated email address.
Q8 - Microsoft 365
Link below for more information on Microsoft 365
https://www.microsoft.com/en-gb/microsoft-365/business/compare-all-microsoft-365-business-products
