585 Track receipts returned due to non-payment.

ebroker, allows you to track daily receipts from brokerage management returned for non-payment in bank remittance. You can automate the control by creating an alarm that sends, daily, an email to the corresponding user with the list of receipts returned due to non-payment. To do this, when configuring the template model, you must mark the option "Grouped" and then select, in the search catalog of the receipt module, the fields of the table that should appear in the mail. The result is an email, addressed to the designated user, which informs them daily of the brokerage management receipts returned by bank remittance.

2021-07-09T12:24:36+02:009 July 2021|Tags: , |

584 Email templates with grouped data.

ebroker, allows you to send emails with data tables grouped in the body of the message. In this way, you can generate notifications and alarms to send emails that include lists of records, for example, an email with pending receipts at a certain date or with new production policies for a certain period. To do this, when configuring the template model, you must check the "Grouped" option and then select the fields from the table that should appear in the email. The result is an email, with a table included in it, containing the information from the notification or alarm logs.

2021-07-02T15:14:26+02:002 July 2021|Tags: , |

583 Process automation. Follow-up of new production.

ebroker, allows you to automate the monitoring of new production by sending an internal communication, in the form of email, to the broker's users, with a list of the new production policies corresponding to the period you determine. To do this, you can create an alarm in the policy module, establishing the communication medium type email and associating the corresponding template. In this case, we will send a communication, every Friday, with a list of the policies registered in your ebroker during the last week. For this purpose, you must use the following data filters within the search catalog: Registration date = @ H7D @: @ TODAY @ Cancellation date = NULL

2021-06-25T14:00:59+02:0025 June, 2021|Tags: , |

582 Process automation. Notice of receipt to collection.

ebroker, allows you to send, in an automated way, a communication to the client to inform them of the next payment of their direct debit. To do this, you can create an alarm in the receipt module establishing the means of communication and its advance with respect to the validity of the receipt. In this case, we will send the notice to clients through the means of their preference and with a notice of 5 days before the effective date. For this purpose, you must use the following data filters within the search catalog: Receipt status = PENDING Average collection = BANK Validity = @ DD5D @

2021-06-18T12:45:01+02:0018 June, 2021|Tags: , , |

581 Process automation. RGPD documentation signature request.

ebroker, allows you to create an alarm in the client module to automate the sending of an email, with the content of a template defined by you, to all clients who, after the number of days you establish, have not signed the documentation of the RGPG. In this case, we will establish communication to clients who do not have the GDPR documentation signed 15 days after being registered. To do this, you must use the following data filters within the search catalog. Date of registration = @ H15D @ (The date of registration was 15 days ago) Date of withdrawal = null (In this way we ensure that it is not registered) Expressed consent RGPD = No

2021-06-25T13:41:24+02:0011 June, 2021|Tags: |
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