SMTP and SMS API integration

[charles]

Is there SMTP and SMS Alert API integration with Fund Manager 2016. Alerts like:

1. Account statement sent via email

2. SMS Notifications to clients

3. Client Birthday SMS alert ( it's important)

5. Stock Market alert.

[Mark]

Hi charles,

There is email support, but not SMS.

1) You can email graphs/reports to clients, either to one client at a time, or in bulk. This tutorial covers using these features: https://youtu.be/Ct6oZHFDY6E

This email feature requires you have an email client installed that supports MAPI. Most of them do, but you need something like Outlook.

2 & 3) Sorry, no there is no SMS support.

5) Yes, you can have your price alerts sent via email, including via SMTP. This feature does not require an email client to be installed, like #1 does. See "Options / Alerts..." to configure how price alerts are sent, and optionally configure your SMTP settings.