Email Digest

Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Inbox.

Email Digests are a great way for top managers to keep track of the big numbers like “Sales Booked” or “Amount Collected” or “Invoices Raised” etc.

To set up Email Digest, go to:

Setup > Email > Email Digest

Example

Set your frequency, check all the items you want to receive in your weekly update and select the user ids whom you want to send the Digest to.

Email Digest

Next: Email Reports at Regular Intervals