Email Digest
Email Digest
Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Email 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:
Home > Settings > Email Digest
Enter a name for the Email digest.
Set the frequency of mails to be sent.
Add or remove recipients.
Select the items to be included in the digest.
Save.
Example:
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Related Topics
Auto Email Report
Sending Email from any Document
Updated on: 02/04/2023
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