Home > Marg Wallet > Queries > How to set Party wise Message Setup for Marg Wallet ?
In Marg Software, the user can set party-wise message setup. With the help of this option, users can set Whatsapp/SMS/Email setup for each party separately as per the requirement.
In order to set Party wise Message setup, the user needs to follow the below steps:
In 'Message' column, the user will select the option as per the requirement.
a. Send: Select the option if need to send WhatsApp/SMS/Email.
b. No: Select the option if the user doesn't need to send a message to a party.
In 'Reminder' column, the user will select the option as per the requirement.
a. Whatsapp: Select the option if the user needs to send a reminder only on WhatsApp.
b. SMS: Select the option if the user needs to send a reminder only on SMS.
c. Both: Select the option if the user needs to send a reminder on both Whatsapp and SMS.
d. Email: Select the option if the user needs to send a reminder only on Email.
e. All: Select the option if the user needs to send a reminder on all Whatsapp / SMS / Email.
f. No: Select the option if the user doesn't need to send a reminder.
In 'Stock' column, the user will select the option as per the requirement.
a. No: Select the option if the user doesn't need to send a Stock arrival message.
b. Send Deal: Select the option if the user needs to send a Stock arrival message with Deal.
c. W/o Deal: Select the option if the user needs to send a Stock arrival message without Deal.
After following the above steps, the user can set Party wise Message setup for Marg Wallet.