NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm
ClientSpace Daily/Weekly Digest
Synopsis: Two new scheduled processes were created, 'ClientSpace Digest Daily' and 'ClientSpace Digest Weekly', to send an email notifying a user on follow-ups they have assigned to them. There is a setting in the User Other Info tab of the user detail to specify how often they want to be notified: Daily, Weekly, or Never. For Daily, they will receive a notification daily for follow-ups on that day or older. For Weekly, they will receive a notification at the beginning of the week for follow-ups in the next seven days or older. For Never, they will not receive a notification
Video:
ClientSpace Digest Enhancement.mp4
NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm