If you want to stay up to date with key activity for a particular customer, without having to check every day manually, customer subscriptions are a great solution.
By subscribing to a customer, you’ll receive a daily email digest of all relevant activity. This keeps you informed while saving time and effort. Let’s take a look at how it works!
🔹 What Does the Daily Digest Include?
The daily customer digest includes activity for each customer you have subscribed to. You will get updates on:
New Appointments
New Phone Calls
New Feedback
Won Deals
Cases Created / Closed
Case Ratings
Natter Posts
Quotes Updated
Opportunities (Created, Won, Lost)
Sales Orders (Authorised, Declined, Approval Requested)
Searches Run
Custom Report Requests
Stack Export Requests
🤔 Why it matters: This gives you one clear overview of daily engagement and updates, without checking multiple screens or records.
🔹 How Often Will I Receive Emails?
You’ll receive one email per day, containing all updates for every customer you’re subscribed to.
The subject line will tell you how many updates are included.
E.g. “Customer Digest for 25 October – 3 updates”
⚠️ Note: Emails are only sent if there’s been new activity. No update = no email.
🔹 How Do I Subscribe to a Customer?
Head to the Customer Record
Click the Subscribe button in the top-right corner of the screen
You’re done! You’ll start receiving the daily digest from that day onward.
✅ Tip: You can monitor as many customers as you like. All updates will be grouped into a single daily email.
🔹 Where Can I View My Subscriptions?
You can manage your own subscriptions by heading to:
Avatar ➡️ Profile ➡️ Subscriptions
Admins can view all user subscriptions via:
Settings ➡️ Users ➡️ Specific User ➡️Subscriptions tab
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