Stay Updated with the Daily Digest Feed
The Daily Digest Feed is a powerful feature that provides a quick and convenient way to stay updated on key activities.
Delivered daily between 5:00 PM and 5:15 PM, it consolidates relevant updates into a single, easy-to-read email. This feature saves time by eliminating the need to check multiple sources, improves team coordination, and supports faster, informed decision-making.
Customisable to focus on the most important activities, the Daily Digest ensures you never miss out on crucial updates while streamlining your workflow.
Setting Up a User Digest
Only users with access to Settings can configure digests. Here’s how to do it:
Go to User Settings
Navigate to Settings ➡️ Users in your CRM system.Select the User
Find and select the user for whom you want to configure a digest. Then, click on the Digests tab.Choose Activities to Include
You’ll see a list of activities. Check the boxes for the ones you would like included in the daily email.
What to Expect in the Digest Email
Once configured, the daily digest email will look like this:
