We’re excited to announce the launch of Musoni 1.29, bringing a ton of exciting new features and functionality to the system. This article gives a comprehensive overview of the release highlights. For the full downloadable release notes please click on the button at the bottom of this article.
1. Design and export custom data sets (data extractor)
It is now possible to design and then export your own custom data sets (essentially reports), directly from Musoni. This enables you to pull out much more data (and more specific data) than ever before, as well as making it possible for the first time to export data captured on custom forms and fields. To design your own data export you need to go to Reports>Data Export, as shown in the screenshot below:
When designing your new data export template, you have the option to select the system entity that the template will be linked to (clients, groups, savings or loans). In the example below we have selected loans. Once you select the base entity, you are then shown a list of fields linked to the entity that can be displayed in the export. Simply select the fields you wish to be displayed by checking the respective checkbox. Then click “Add Selected Fields” at the bottom of the page.
You are then shown a list of the fields you’ve selected on the right of the page under ‘Selected Fields’. You can adjust the order they are displayed by dragging and dropping the fields up or down the page. Once you’re happy with the fields and the order, click ‘Next’. At this point you have the option to add more fields from any of the custom forms in the system. Select the custom form(s) you wish to add to your report in the same way you selected individual fields.
Click ‘Next’ to determine the specific filters that will be applied to the export. In the screenshot below we have selected the filter “Disbursement Date” and selected a start date of 01-01-2016 and an end date of 25-10-2016. This means the export will show data on all loans disbursed between the start of the year and the 25th October.
Once you’ve added the filter, click ‘Next’ to be shown an overview of the data that will be displayed in your data export. Then click ‘Save’. Your data export is now completed, and can be downloaded at any time in either excel or csv format.
2. Schedule emails to clients
You can now use Musoni to send emails to clients, including attachments such as the loan schedule, mini-statements or client report. This is designed to help improve communication with clients, and give them more information on their products and progress. To set up an email campaign, navigate to Configuration>Email Module, as shown in the screenshot below:
Creating a new email campaign is done in a similar way to setting up a new SMS campaign. You need to select the campaign name, the campaign type, the date of sending, the business rule used to select the recipients, and finally which report you’d like to include as an attachment. You can also filter by both branch and loan officer in case you wish different clients in different branches to receive different emails (or only clients in one branch to receive emails).
Once you’ve configured the parameters of your email campaign, click next to then enter the email subject and text. As in the SMS module, you can use tags to personalise the email with specific details linked to the client or account. Once you’ve entered your preferred text, click next to preview the message.
If you’re happy with the email preview, click save and the email campaign will be created with the status “pending approval”. A second user will be required to approve the campaign before the emails are actually sent out.
3. Generate client & loan documents from the system
The document template generator enables you to generate personalised client and loan documents straight from the system. One way in which these can be used is to create personalised loan contracts for your clients. To create a new document template, go to Configuration>Customisation, and click on the “Document Template” tab, shown below. Here you can see a list of any existing document templates, or click the blue ‘Create Document Template’ button to create a new template.
Once you click the ‘Create Document Template’ button, you are taken to the document template editor. Here you can enter your preferred text into the text field of the editor while using standard word editing tools to adjust the format. You can add tags to your document by first selecting the entity (client or loan) that you wish the tag to refer to. You can then select the tag you need from a list of all the possible tags related to that entity. Once you’ve chosen your preferred tag, copy and paste the tag text into your document template from the field that says “Copy Merged Field”.
When you generate the document the tag will be replaced with the personal information linked to that client or loan. Once you’ve completed the design of your document template click “Save”. You can then Preview, Edit or Delete the template from the View page.
Once you have designed the template, you can then generate the documents from either the client or loan pages in the system (depending on whether you’ve linked the template to a client or loan entity. If you have linked to a client, then you can find all client documents at the bottom of the client details page. If you have linked the template to a loan, then you can find all loan documents by clicking on “More actions” from the loan details page, as shown below:
From here you can select which document you wish to generate from the list of templates (only ‘Loan Contract’ is displayed in the screenshot below). You can then preview the template before downloading in PDF.
4. SMS messages linked to events (such as repayments)
It is now possible for Musoni to send SMS messages to clients at the moment specific events occur in the system (rather than according to a schedule). Examples of these events include loan disbursement, loan approval or loan repayment. This means that you can now use the SMS module to send clients a message whenever a loan repayment has been made, providing reassurance to the client that their funds have been received. You can set up the new SMS business rules in the same way that you would configure any other SMS campaign. First navigation to Configuration>SMS Module and click on “Create new campaign”.
Select this campaign type and then select which event you would like the system to use as the trigger to send out the SMS messages (we’ve selected Loan Repayment in the example below). You can filter the SMS campaign by branch, loan officer and group/individual loan.
Finally, click ‘Next’ to see the preview of your campaign, before saving. Once saved, the campaign will have the status “Pending Approval”. A second user will have to approve it before messages can be sent.
If you would like to learn more about any of the features described above, or see the full list of functionality added in Musoni 1.29, then either download the release notes below, or contact the Musoni support team on firstname.lastname@example.org who will be happy to answer any questions you have.