Email SMS Scheduler

Modified on Sat, 31 Dec, 2022 at 2:56 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.