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Posted to dev@fineract.apache.org by Allen Bailochan Tuladhar <al...@imperialcoop.com> on 2020/09/07 02:39:05 UTC
email to customers
Hi:
We have been struggling with sending a daily email with their balance and a monthly statement (PDF attachment) to all of our customers.
We have configured our SMTP settings in System -> External Services -> Email Service Configuration.
We have created document template in Templates.
In System -> Scheduler Jobs we see the following job schedules but do not know how to configure the emails or the text of the emails:
· Execute Email
· Update Email Outbound with Campaign Message
· Execute Report Mailing Jobs
Kindly help us to be able to configure these features, create the required message content and run the scheduler to be able to send a daily email with the balance and a period (preferably monthly) email with PDF statement attachment.
Thanks and Regards, Allen.
Allen Bailochan Tuladhar, Chief Executive Officer
[cid:image003.png@01D68503.1928D1F0]
Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com<ma...@imperialcoop.com> * URL: http://lalitmoneytransfer.com
RE: email to customers
Posted by Allen Bailochan Tuladhar <al...@imperialcoop.com>.
Thanks Bharath.
Are you able to send emails to customers. As I mentioned, we want to be able to send daily balance and monthly statements in PDFs as attachments.
If any other person in the list can assist me with this, would be much obliged.
Regards,
Allen.
From: Bharath Gowda <bg...@mifos.org>
Sent: Monday, September 21, 2020 10:59 PM
To: Dev <de...@fineract.apache.org>
Cc: Mifos software development <mi...@lists.sourceforge.net>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>
Subject: Re: email to customers
Hi Allen,
As far as I remember, there is no UI to Schedule Periodic Reports to Configure the email feature to customers.
I remember working on it at a database level (tables like "m_report_mailing_job" and "m_report_mailing_job_configuration") with some manual configuration and data settings, I tried to refresh my memory and configure but was not able to successfully send/receive the emails.
If any of the Dev could dig into the fineract code and enlighten us on the configuration and feature would be greatly appreciated.
Regards,
Bharath
Lead Implementation Analyst | Mifos Initiative
Skype: live:cbharath4| Mobile: +91.7019636073
http://mifos.org<http://mifos.org/> [https://secure.plimus.com/developers/817570/Template/icon-tiny-facebook.png] <http://facebook.com/mifos> [http://organizationsandmarkets.files.wordpress.com/2010/04/icon-tiny-twitter.png] <http://www.twitter.com/mifos>
On Sat, Sep 12, 2020 at 7:53 PM Allen Bailochan Tuladhar <al...@imperialcoop.com>> wrote:
Hi:
Has anyone in the list have experience of running a daily balance email to customers as described in this documentation?
https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
Regards,
Allen.
From: Allen Bailochan Tuladhar <al...@imperialcoop.com>>
Sent: Monday, September 7, 2020 7:20 PM
To: dev@fineract.apache.org<ma...@fineract.apache.org>
Cc: Mifos software development <mi...@lists.sourceforge.net>>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>>
Subject: RE: email to customers
Thanks Saransh for your response.
Are you telling me that the functionality described in this documentation does not exist?
https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
Update Email Outbound with campaign message
This job is run to send all emails from email server to customer mail account.
Daily
We want to use this functionality to be able to send daily emails to customers to let them know of their balance.
Kindly let us know how we can configure this. We have correctly set up “System -> External Services -> Email Service Configuration” since when we use the same configurations in another email software, we see that the emails are going thru.
We have also set up a document for customers in System -> templates to send out as email.
Need help from the community to be able to solve this.
Regards,
Allen.
From: Saransh Sharma <sa...@muellners.org>>
Sent: Monday, September 7, 2020 11:34 AM
To: Dev <de...@fineract.apache.org>>
Cc: Mifos software development <mi...@lists.sourceforge.net>>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>>
Subject: Re: email to customers
Hey,
Allen as conveyed earlier fineract 1.x does not have inbuilt , if you wish to have this internally i would suggest that you start with integrating in the existing service where
1. Build all the required data from DB and process it in PDF
2. Using an external service similar to what SMS service is .
On Mon, Sep 7, 2020 at 8:09 AM Allen Bailochan Tuladhar <al...@imperialcoop.com>> wrote:
Hi:
We have been struggling with sending a daily email with their balance and a monthly statement (PDF attachment) to all of our customers.
We have configured our SMTP settings in System -> External Services -> Email Service Configuration.
We have created document template in Templates.
In System -> Scheduler Jobs we see the following job schedules but do not know how to configure the emails or the text of the emails:
· Execute Email
· Update Email Outbound with Campaign Message
· Execute Report Mailing Jobs
Kindly help us to be able to configure these features, create the required message content and run the scheduler to be able to send a daily email with the balance and a period (preferably monthly) email with PDF statement attachment.
Thanks and Regards, Allen.
Allen Bailochan Tuladhar, Chief Executive Officer
[cid:image003.png@01D6906C.A0CFA9C0]
Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com<ma...@imperialcoop.com> * URL: http://lalitmoneytransfer.com
--
Thanks and regards,
Saransh Sharma
Research Partner
This mail is governed by Muellners® IT policy.
The information contained in this e-mail and any accompanying documents may contain information that is confidential or otherwise protected from disclosure. If you are not the intended recipient of this message, or if this message has been addressed to you in error, please immediately alert the sender by reply e-mail and then delete this message, including any attachments. Any dissemination, distribution or other use of the contents of this message by anyone other than the intended recipient is strictly prohibited. All messages sent to and from this e-mail address may be monitored as permitted by applicable law and regulations to ensure compliance with our internal policies and to protect our business. E-mails are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, lost or destroyed, or contain viruses. You are deemed to have accepted these risks if you communicate with us by e-mail.
Re: email to customers
Posted by Bharath Gowda <bg...@mifos.org>.
Hi Allen,
As far as I remember, there is no UI to Schedule Periodic Reports to
Configure the email feature to customers.
I remember working on it at a database level (tables like
"m_report_mailing_job" and "m_report_mailing_job_configuration") with some
manual configuration and data settings, I tried to refresh my memory and
configure but was not able to successfully send/receive the emails.
If any of the Dev could dig into the fineract code and enlighten us on the
configuration and feature would be greatly appreciated.
Regards,
Bharath
Lead Implementation Analyst | Mifos Initiative
Skype: live:cbharath4| Mobile: +91.7019636073
http://mifos.org <http://facebook.com/mifos>
<http://www.twitter.com/mifos>
On Sat, Sep 12, 2020 at 7:53 PM Allen Bailochan Tuladhar <
allen@imperialcoop.com> wrote:
> Hi:
>
>
>
> Has anyone in the list have experience of running a daily balance email to
> customers as described in this documentation?
>
>
>
>
> https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
>
>
>
> Regards,
>
> Allen.
>
>
>
> *From:* Allen Bailochan Tuladhar <al...@imperialcoop.com>
> *Sent:* Monday, September 7, 2020 7:20 PM
> *To:* dev@fineract.apache.org
> *Cc:* Mifos software development <mi...@lists.sourceforge.net>;
> A good place to start for users or folks new to Mifos. <
> mifos-users@lists.sourceforge.net>
> *Subject:* RE: email to customers
>
>
>
> Thanks Saransh for your response.
>
>
>
> Are you telling me that the functionality described in this documentation
> does not exist?
>
>
>
>
> https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
>
>
>
> Update Email Outbound with campaign message
>
> This job is run to send all emails from email server to customer mail
> account.
>
> Daily
>
>
>
> We want to use this functionality to be able to send daily emails to
> customers to let them know of their balance.
>
>
>
> Kindly let us know how we can configure this. We have correctly set up
> “System -> External Services -> Email Service Configuration” since when we
> use the same configurations in another email software, we see that the
> emails are going thru.
>
>
>
> We have also set up a document for customers in System -> templates to
> send out as email.
>
>
>
> Need help from the community to be able to solve this.
>
>
>
> Regards,
>
> Allen.
>
>
>
>
>
> *From:* Saransh Sharma <sa...@muellners.org>
> *Sent:* Monday, September 7, 2020 11:34 AM
> *To:* Dev <de...@fineract.apache.org>
> *Cc:* Mifos software development <mi...@lists.sourceforge.net>;
> A good place to start for users or folks new to Mifos. <
> mifos-users@lists.sourceforge.net>
> *Subject:* Re: email to customers
>
>
>
> Hey,
>
>
>
> Allen as conveyed earlier fineract 1.x does not have inbuilt , if you
> wish to have this internally i would suggest that you start with
> integrating in the existing service where
>
>
>
> 1. Build all the required data from DB and process it in PDF
>
> 2. Using an external service similar to what SMS service is .
>
>
>
>
>
>
>
> On Mon, Sep 7, 2020 at 8:09 AM Allen Bailochan Tuladhar <
> allen@imperialcoop.com> wrote:
>
> Hi:
>
> We have been struggling with sending a daily email with their balance and
> a monthly statement (PDF attachment) to all of our customers.
>
> We have configured our SMTP settings in System -> External Services ->
> Email Service Configuration.
>
> We have created document template in Templates.
>
> In System -> Scheduler Jobs we see the following job schedules but do not
> know how to configure the emails or the text of the emails:
>
> · Execute Email
>
> · Update Email Outbound with Campaign Message
>
> · Execute Report Mailing Jobs
>
> Kindly help us to be able to configure these features, create the required
> message content and run the scheduler to be able to send a daily email with
> the balance and a period (preferably monthly) email with PDF statement
> attachment.
>
> Thanks and Regards, Allen.
>
> *Allen Bailochan Tuladhar, Chief Executive Officer*
>
>
>
> Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
> Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com * URL:
> http://lalitmoneytransfer.com
>
>
>
>
>
>
>
>
> --
>
> Thanks and regards,
>
>
>
> Saransh Sharma
>
> Research Partner
>
>
>
> This mail is governed by Muellners® IT policy.
> The information contained in this e-mail and any accompanying documents
> may contain information that is confidential or otherwise protected from
> disclosure. If you are not the intended recipient of this message, or if
> this message has been addressed to you in error, please immediately alert
> the sender by reply e-mail and then delete this message, including any
> attachments. Any dissemination, distribution or other use of the contents
> of this message by anyone other than the intended recipient is strictly
> prohibited. All messages sent to and from this e-mail address may be
> monitored as permitted by applicable law and regulations to ensure
> compliance with our internal policies and to protect our business. E-mails
> are not secure and cannot be guaranteed to be error free as they can be
> intercepted, amended, lost or destroyed, or contain viruses. You are deemed
> to have accepted these risks if you communicate with us by e-mail.
>
RE: email to customers
Posted by Allen Bailochan Tuladhar <al...@imperialcoop.com>.
Hi:
Has anyone in the list have experience of running a daily balance email to customers as described in this documentation?
https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
Regards,
Allen.
From: Allen Bailochan Tuladhar <al...@imperialcoop.com>
Sent: Monday, September 7, 2020 7:20 PM
To: dev@fineract.apache.org
Cc: Mifos software development <mi...@lists.sourceforge.net>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>
Subject: RE: email to customers
Thanks Saransh for your response.
Are you telling me that the functionality described in this documentation does not exist?
https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
Update Email Outbound with campaign message
This job is run to send all emails from email server to customer mail account.
Daily
We want to use this functionality to be able to send daily emails to customers to let them know of their balance.
Kindly let us know how we can configure this. We have correctly set up “System -> External Services -> Email Service Configuration” since when we use the same configurations in another email software, we see that the emails are going thru.
We have also set up a document for customers in System -> templates to send out as email.
Need help from the community to be able to solve this.
Regards,
Allen.
From: Saransh Sharma <sa...@muellners.org>>
Sent: Monday, September 7, 2020 11:34 AM
To: Dev <de...@fineract.apache.org>>
Cc: Mifos software development <mi...@lists.sourceforge.net>>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>>
Subject: Re: email to customers
Hey,
Allen as conveyed earlier fineract 1.x does not have inbuilt , if you wish to have this internally i would suggest that you start with integrating in the existing service where
1. Build all the required data from DB and process it in PDF
2. Using an external service similar to what SMS service is .
On Mon, Sep 7, 2020 at 8:09 AM Allen Bailochan Tuladhar <al...@imperialcoop.com>> wrote:
Hi:
We have been struggling with sending a daily email with their balance and a monthly statement (PDF attachment) to all of our customers.
We have configured our SMTP settings in System -> External Services -> Email Service Configuration.
We have created document template in Templates.
In System -> Scheduler Jobs we see the following job schedules but do not know how to configure the emails or the text of the emails:
· Execute Email
· Update Email Outbound with Campaign Message
· Execute Report Mailing Jobs
Kindly help us to be able to configure these features, create the required message content and run the scheduler to be able to send a daily email with the balance and a period (preferably monthly) email with PDF statement attachment.
Thanks and Regards, Allen.
Allen Bailochan Tuladhar, Chief Executive Officer
[cid:image003.png@01D68953.40FB24E0]
Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com<ma...@imperialcoop.com> * URL: http://lalitmoneytransfer.com
--
Thanks and regards,
Saransh Sharma
Research Partner
This mail is governed by Muellners® IT policy.
The information contained in this e-mail and any accompanying documents may contain information that is confidential or otherwise protected from disclosure. If you are not the intended recipient of this message, or if this message has been addressed to you in error, please immediately alert the sender by reply e-mail and then delete this message, including any attachments. Any dissemination, distribution or other use of the contents of this message by anyone other than the intended recipient is strictly prohibited. All messages sent to and from this e-mail address may be monitored as permitted by applicable law and regulations to ensure compliance with our internal policies and to protect our business. E-mails are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, lost or destroyed, or contain viruses. You are deemed to have accepted these risks if you communicate with us by e-mail.
RE: email to customers
Posted by Allen Bailochan Tuladhar <al...@imperialcoop.com>.
Thanks Saransh for your response.
Are you telling me that the functionality described in this documentation does not exist?
https://mifosforge.jira.com/wiki/spaces/docs/pages/67895356/Manage+Scheduler+Jobs
Update Email Outbound with campaign message
This job is run to send all emails from email server to customer mail account.
Daily
We want to use this functionality to be able to send daily emails to customers to let them know of their balance.
Kindly let us know how we can configure this. We have correctly set up “System -> External Services -> Email Service Configuration” since when we use the same configurations in another email software, we see that the emails are going thru.
We have also set up a document for customers in System -> templates to send out as email.
Need help from the community to be able to solve this.
Regards,
Allen.
From: Saransh Sharma <sa...@muellners.org>
Sent: Monday, September 7, 2020 11:34 AM
To: Dev <de...@fineract.apache.org>
Cc: Mifos software development <mi...@lists.sourceforge.net>; A good place to start for users or folks new to Mifos. <mi...@lists.sourceforge.net>
Subject: Re: email to customers
Hey,
Allen as conveyed earlier fineract 1.x does not have inbuilt , if you wish to have this internally i would suggest that you start with integrating in the existing service where
1. Build all the required data from DB and process it in PDF
2. Using an external service similar to what SMS service is .
On Mon, Sep 7, 2020 at 8:09 AM Allen Bailochan Tuladhar <al...@imperialcoop.com>> wrote:
Hi:
We have been struggling with sending a daily email with their balance and a monthly statement (PDF attachment) to all of our customers.
We have configured our SMTP settings in System -> External Services -> Email Service Configuration.
We have created document template in Templates.
In System -> Scheduler Jobs we see the following job schedules but do not know how to configure the emails or the text of the emails:
· Execute Email
· Update Email Outbound with Campaign Message
· Execute Report Mailing Jobs
Kindly help us to be able to configure these features, create the required message content and run the scheduler to be able to send a daily email with the balance and a period (preferably monthly) email with PDF statement attachment.
Thanks and Regards, Allen.
Allen Bailochan Tuladhar, Chief Executive Officer
[cid:image003.png@01D6854B.E5431AF0]
Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com<ma...@imperialcoop.com> * URL: http://lalitmoneytransfer.com
--
Thanks and regards,
Saransh Sharma
Research Partner
This mail is governed by Muellners® IT policy.
The information contained in this e-mail and any accompanying documents may contain information that is confidential or otherwise protected from disclosure. If you are not the intended recipient of this message, or if this message has been addressed to you in error, please immediately alert the sender by reply e-mail and then delete this message, including any attachments. Any dissemination, distribution or other use of the contents of this message by anyone other than the intended recipient is strictly prohibited. All messages sent to and from this e-mail address may be monitored as permitted by applicable law and regulations to ensure compliance with our internal policies and to protect our business. E-mails are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, lost or destroyed, or contain viruses. You are deemed to have accepted these risks if you communicate with us by e-mail.
Re: email to customers
Posted by Saransh Sharma <sa...@muellners.org>.
Hey,
Allen as conveyed earlier fineract 1.x does not have inbuilt , if you wish
to have this internally i would suggest that you start with integrating in
the existing service where
1. Build all the required data from DB and process it in PDF
2. Using an external service similar to what SMS service is .
On Mon, Sep 7, 2020 at 8:09 AM Allen Bailochan Tuladhar <
allen@imperialcoop.com> wrote:
> Hi:
>
> We have been struggling with sending a daily email with their balance and
> a monthly statement (PDF attachment) to all of our customers.
>
> We have configured our SMTP settings in System -> External Services ->
> Email Service Configuration.
>
> We have created document template in Templates.
>
> In System -> Scheduler Jobs we see the following job schedules but do not
> know how to configure the emails or the text of the emails:
>
> · Execute Email
>
> · Update Email Outbound with Campaign Message
>
> · Execute Report Mailing Jobs
>
> Kindly help us to be able to configure these features, create the required
> message content and run the scheduler to be able to send a daily email with
> the balance and a period (preferably monthly) email with PDF statement
> attachment.
>
> Thanks and Regards, Allen.
>
> *Allen Bailochan Tuladhar, Chief Executive Officer*
>
>
>
> Unlimited Building, Khichapokhari, PO Box 956, Kathmandu, NEPAL
> Phone: (Nepal) 977-1-4230450 * Email: allen@imperialcoop.com * URL:
> http://lalitmoneytransfer.com
>
>
>
>
>
--
Thanks and regards,
Saransh Sharma
Research Partner
This mail is governed by Muellners® IT policy.
The information contained in this e-mail and any accompanying documents may
contain information that is confidential or otherwise protected from
disclosure. If you are not the intended recipient of this message, or if
this message has been addressed to you in error, please immediately alert
the sender by reply e-mail and then delete this message, including any
attachments. Any dissemination, distribution or other use of the contents
of this message by anyone other than the intended recipient is strictly
prohibited. All messages sent to and from this e-mail address may be
monitored as permitted by applicable law and regulations to ensure
compliance with our internal policies and to protect our business. E-mails
are not secure and cannot be guaranteed to be error free as they can be
intercepted, amended, lost or destroyed, or contain viruses. You are deemed
to have accepted these risks if you communicate with us by e-mail.