- To set the Preference, expand My Profile folder,
expand Preference folder and select the desired Statement of Account
by clicking it. A sample of available statements is shown below.
- The manager can set the Preference on how the mode of delivery of the statement of
accounts of clients will be. The mode of delivery may be through Postal, Fax, E-Mail or Multi-Media Service.
A notification message for the Statement of Accounts can be send through Mobile Devices or
Telephones with S.M.S. capability. To be able to set the Preference, information on
Telephone Number, Fax Number, E-Mail and Mobile Device must be available.
If these are not available, the preference default setting is through Postal.
So if you want documents be sent through these media,
you need to create information on Telephone Numbers, Fax Numbers, E-Mail Addresses and Mobile
Devices.
Click here
for details on how to create these media.
- Once these media are created, click on the Statement of Account and this will bring out the
document's information page.
- To set the preferences, click the desired
Checkbox
where you want documents to be sent.
- The size of the Statement of Account Image to be sent through E-mail can be set.
To do so, click the dropdown list and select the desired size.
Note: The default setting is Normal.
Make sure that the E-mail checkbox is checked to be able to set
this option.
- The size of the Statement of Account to be sent through Mobile Device with M.M.S.
capability can also be set. To do so, click the dropdown list and select the desired size.
Note: The default setting is Normal.
Make sure that the Multi-Media Service checkbox is checked to be able
to set this option.
- When satisfied, click Save button to update the new preference settings.
- Clicking the Reset button will remove the recently entered data and
bring back the data entries from the last saved.
- Clicking the Cancel button will abort the operation retaining the
previous data from the last saved and return to the welcome screen or main menu.
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