Please add provision to sent Goal status report and SOA directly to customer email : InvestWell Helpdesk

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started a topic 7 months ago

Please add provision to sent Goal status report and SOA directly to customer email similar to portfolio reports and summary

Currently we need to download and send separately. It save considerable amount of time for all users

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4 Comments

said 7 months ago

I second this request. We also need provision to schedule delivery of Goal Report on Regular intervals.

said 7 months ago

This is good idea.

said 4 months ago

Yes True

said 3 months ago

We have added Goal Report in Email Scheduler now. You can send the same from there and check.

Regards