Email SMS Scheduler

Modified on Sat, 31 Dec 2022 at 02:56 AM

There are three modules into it.

  • Email – SMS Scheduler
  • Scheduler List
  • Scheduler Email SMTP


1.Email – SMS Scheduler:

  • Here you can schedule Email / SMS based on Task, Client, Invoice, Employee or you can send Email / SMS from a Excel Sheet.


Scheduler based on Task:

  • Here you can schedule Email/ SMS based on Task and Subtask’s status.
  • You can schedule by its effective date or due date and you can select the interval between two sent mails.
  • If you select Infinite in scheduler date then scheduler will continue until you inactive it.
  • Here Message Tag will retrieve Data from the system.



Scheduler based on Client:

  • Here you can start the scheduler based on client status , which can be Active or Inactive

 

Scheduler based on Employee:

  • Here you can start the scheduler based on client status and their Designation. 



Scheduler based on Invoice: 

  • Here you can start the scheduler based on Invoice Creation date or Due date.



Scheduler based on Imported Excel Sheet:

  • Here we have given a demo sheet where you can fill data and can send Email / SMS to that Email ids and Mobile Numbers  

 


Scheduler List: 

  • Here you can see the list of created schedulers.
  • You can Change its status Active or Inactive.
  • You can View the details about scheduler.




Scheduler Details:



 

Scheduler Email SMTP:

  • Here we have to configure an Email ID by which all Mails will be sent.
  • We can set the SSL (Secured Socket Layer) security.
  • When we configure Email SMTP, we can send test mail.
  • We can edit the configured Email or we can delete it.





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