ebroker, allows you to automate the sending of an email to the corresponding users with the list of receipts that have an increase equal to or greater than a certain percentage. In this case, we will configure an internal alarm, of the email type and daily periodicity that, by means of a "Grouped" type template, reports the receipts due within 30 days and with a premium variation percentage equal to or greater than 10% . The alarm is created in the Receipts module and you must use the following filters: Status. P * (We take into account all pending states). Valid since. = 10%
ebroker, allows you to automate the sending of a notice to the client when a receipt is returned due to non-payment. A daily alarm is created that generates an email to the customer notifying him of the return of the receipt. The alarm is created in the Receipts module and you must use the following filters: Status = PENDING / DVTO.BANCO (Status of bank return in remittance of brokerage management receipts) Return date = @ TODAY @ (The receipt return date on today).
ebroker allows you to include or exclude candidates in a campaign. The list of candidates is dynamic, candidates can be included or excluded from the list, new candidates must be assigned to an account operator.
Nº 593 October 1, 2021 ebroker: RGPD-Generate copy of [...]
ebroker allows you to send, in an automated way, a congratulatory communication to the client for his birthday. To do this, you must use the following data filters within the search catalog: Date of birth = @ MDM @ (That the date of birth has the same day and month as today without taking into account the year) Date of withdrawal = NULL (In this way we ensure that the client is not unsubscribed)
ebroker, allows you to register a receipt from the cancellation of another that is already registered in the system; This process can be carried out with the option "Replace receipt" in the registration menu of the receipt module. The system performs the cancellation operation of the replaced receipt and the registration of the new receipt in the same process.