Hi,
I was interested in seeing if I can have certain (user 1, user 2) users notified on all new projects with certain project types by way of a summery email daily. If there already a setting I just need to select and modify? Or would I have to write a workflow rule? I've written one already, but I am unable to see how to have it send a summery email each day (I am low on SWR).
Thank you!
Kristan
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Hi Kristan,
Unfortunately you would need to have a scheduled workflow rule to achieve what you're looking for. There isn't a setting that does this out of the box, but I've logged a feature request for you - the feature request ID is CR-227671.
Since you don't want to use a SWR, and if the information is more important than the email, you can create a custom report in the Reports module to give you this information.
Hi Kristan,
Your CSM, Tamir, followed up on the CR logged and requested that you reach out to him to discussion alternative solutions.