An overview of the e-Reports module in SFM
The e-Reports module for SFM is an add-on solution that automates the distribution of statements from SFM to multiple clients via e-mail or print. The cost- and time-saving functionalities of the module give you the ability to send statements en-mass to all or select groups of clients.
E-mail addresses from your client profiles are picked up automatically by the system, letting you to focus on compiling the statements that are to be sent. The module supports custom mail templates, allowing you to configure messaging that is consistent with your company's requirements.
If you wish to inquire about this module, please e-mail us at sales@shireburn.com.
In the meantime, we invite you to explore the articles linked below that provide insights on how the e-Report module can be used:
- How to modify stationery (template) messages in the e-Reports module.
- Setting up clients to receive statements via the e-Report module.
- How to send outstanding statements by bulk to clients via the e-Reports module.
Related Articles
How to send statements with the e-Reports module
The e-Reports module for SFM automates the distribution of several types of statements and documents from SFM to multiple clients via e-mail or print. Many report types in SFM make use of the e-Reports module. You will know that the module is ...How to send outstanding statements by bulk to clients via the e-Reports module
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