Daily Log Email Summary

Daily Log Email Summary

Purpose

You can use setup to email a summary of the previous day's Daily Log to one or more people the next morning. 

Related Articles


Video



Instructions


1. Navigate to the Activities Module and click on Setup in the menu.


Navigate to the Activities Module and click on Setup in the menu.



2. Click on Daily Log in the Setup Menu.


Click on Daily Log in the Setup Menu.



3. Start typing a name of someone in your agency and their name will filter down your options. You can then select them from the list.


Start typing a name of someone in your agency and their name will filter down your options. You can then select them from the list.



4. Once you have all of the people entered in the Email box you are finished. Click the X next to any one's name to remove them from the list. Everyone on this list will receive a morning email summarizing the Daily Log from the day before.


Once you have all of the people entered in the Email box you are finished. Click the X next to any one's name to remove them from the list. Everyone on this list will receive a morning email summarizing the Daily Log from the day before.


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