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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Aug 17, 2020

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PS365-I-2681 Automatic Report Scheduling/Subscription.

Automated Reminder email based on reports Merged

It would be useful to have automated reminder emails that send either a report or a summary of some information. For example:

  • Opportunity pipeline

  • Orders this week

  • User activity summary

This could be customised to send to certain users at certain intervals.

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