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  • 1.  Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    Is there a way to enable a notification to email an Outlook DG? I have tried:
    • creating an email formula field with the address using the open permissions
    • making the email a user email field to send as a recipient
    • Adding it directly as a specific user recipient email  

    All these methods worked with an individual email but won't send to a DG.

    Does QB allow emails to DGs?

    Thanks for any assistance!
    Ed

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    Ed
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  • 2.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    I suggest checking with the Care Team to confirm that your Realm is set to allow email notifications to non users.  When accounts sign up for Quickbase they default to blocking sending notifications externally out of the organization.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    Thanks Mark. The DG is internal to the company but our company QB Administrators told me it requires some magic on the admin side to create a group from our master employee record so I can use it to send a notification.

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    Ed
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  • 4.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    I understand that the DG members are internal, but if the DG email address is not a "User", then that is sending to an external email as far as Quickbase is concerned.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    Just a thought, as I ran into something similar apart from Quickbase.
    A Microsoft365 admin needs to set the distribution group to allow emails from outside sources.  Since your tests with individual recipients works, I'm guessing the issue is on receiving end.

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    Andrea Best
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  • 6.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 21 days ago
    I agree with Andrea!  I realize now that I have a client who blocks potential spam by blocking the use of DGs  by outside sources.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 7.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 20 days ago
    Thank you both for the insight. Our admin told me that the DG needs to be registered as a paid seat in QB and then added as an authorized app user. DGs are blocked from sending via outside source but by adding it as an authorized company QB "user" they can allow it.

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    Ed
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  • 8.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 20 days ago
    Hmm, it seems a bit excessive to pay for a seat that no one will actually use.
    Since you use Microsoft365, couldn't you send the email to a currently registered user (like yourself), and have a rule that says if Email is from Quickbase, and subject contains report name, forward this on to the distribution group?  You can name your report anything you want to make it unique enough for a rule to recognize.
    I haven't tried it. It's on my list to attempt in the future when I have the time. Just an idea.

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    Andrea Best
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  • 9.  RE: Notifications to distribution groups (Outlook DGs)

    Posted 20 days ago
    Just tested your suggestion Andrea and it works good. The only downside is recipients receive a forwarded email instead of the original but I agree I hate to use a paid seat just for a DG. I'll discuss with our Admins to see which direction we go. Thanks again for the suggestions!

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    Ed
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