Get real-time business information for the day ahead, delivered straight to your inbox by turning on the daily digest email.
What does it include?
The daily digest email shows you an up to date overview of your personalised dashboard pods and custom views.
You can see things like:
Deliveries scheduled for today
New Quotes
Invoices not confirmed
Your accounts
Products in repair/service
Active Orders
Outstanding activities
The daily digest email is set as on by default. To turn it on, click on your profile picture in the bottom-left and choose your profile from the menu. You then need to select Edit user and go to Notifications.
Then toggle Daily Email to Yes/No and choose when you’d like to receive it by selecting the time to send.
Configure Your Daily Digest Email
Go to System Setup and Locate the Daily Digest email under "Your Settings"
Once you've clicked this, you will be greeted with the page to configure what information you'd like within your Daily Digest and once updated, you'll receive your Daily Digest at your preferred time with the information you have selected.
