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

Posted over 2 years ago by Vijaibabu

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Vijaibabu

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

Attachments (2)

Goal planner email.png
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SOA screenshot.png
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2 Votes

4 Comments

Anuj Jain posted about 2 years ago Admin

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

Regards

1 Votes

Kanethic Pvt Ltd posted about 2 years ago

Yes True

0 Votes

BLUE LAKE FINSERVE posted over 2 years ago

This is good idea.

0 Votes

Shashibhushan Gokhale posted over 2 years ago

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

0 Votes