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Posted to issues@fineract.apache.org by "Allen Bailochan Tuladhar (Jira)" <ji...@apache.org> on 2020/12/02 02:17:00 UTC

[jira] [Commented] (FINERACT-1273) Trigger Based Client Email Notifications

    [ https://issues.apache.org/jira/browse/FINERACT-1273?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=17241997#comment-17241997 ] 

Allen Bailochan Tuladhar commented on FINERACT-1273:
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The same functionality can also be extended to send a daily balance email to the customer and then a monthly statement in PDF to the customer. These functionalities are required.

> Trigger Based Client Email Notifications
> ----------------------------------------
>
>                 Key: FINERACT-1273
>                 URL: https://issues.apache.org/jira/browse/FINERACT-1273
>             Project: Apache Fineract
>          Issue Type: New Feature
>          Components: Organization
>    Affects Versions: 1.4.0
>            Reporter: Javier Borkenztain
>            Priority: Major
>
> An SMTP/Email Account configuration is needed for the core; it can be added in the System External Services section.
> Then an Email Campaign option can be created within the Organization section. This should have a Trigger option to define when the campaign will be sent. Also, the body of the email should be a Rich Text Editor so parameters can be included if needed.
> Eventually, more specific trigger options can be developed so we could define things like “Send email X days after the installment due date”.
> For this, an email parameter should be included in the client creation form.
>  
>   
>  



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