Alert Notification should allow to select investors manually

Posted 7 months ago by Anant Investment Distributors

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Anant Investment Distributors

Hello Team,

Alert Notifications or Reminder Emails are sent to all the clients at once, if there is any option to manually select the investors we want to send reminders while not spamming the investors who doesn't need any reminders for anything, this feature should be implemented.

Some clients doesn't wish to receive reminders but unfortunately we cannot exlude them by any means.

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Anant Investment Distributors posted 7 months ago

Thanks for the response sir, but you stated yourself that clients wont be able to receive reports also if I disable the communications.

so that's a concern itself.

It would be more efficient if we have an option to select clients who does not wish to receive reminders without affecting others features.

Thanks

1 Votes

Anuj Jain posted 7 months ago Admin

Dear Sir,

You can manually mark Disable Communication flag in the client master for such clients. They won't receive any reminders from your end if sent to all clients. However, they will also not receive any Portfolio reports also if you send to them from the system.

Regards

Anuj Jain

0 Votes