Send Reminder:


You can send reminder SMS to customer to navigate this page Navigate: from main menu go to 'Utilities ---> Send Reminder'.



You can send bulk SMS or individual SMS to customer just by checking the check box(s).


1. Reminder Type:

  • Due Date Reminder: you can send SMS to customer if any required data is not shared.(Task Based and Customer Matrix Based)
  • Bill Due Reminder: you can send reminder SMS to customer if any bill is due
  • Pending Document Reminder: you can send a SMS to customer if any document is required or submission is pending.

 

2. Reminder Category: you can categorized reminder by Customer wise and Workcategory wise as per Reminder Type selection.


3. Task(s) due in:

  • 0 to 7 days
  • 8 to 15 days
  • 16 to 30 days
  • +31 days
  • Already Overdue 


Below screen shot will give you a quick view of balance SMS data or your SMS package.





You can also view the SMS log by clicking on VIEW LOG to view this screen. Navigate: from main menu 'Send Me Reminder ---> View log(s)'





You can view more detail about SMS in logs.