To simplify your daily planning, we would like to introduce a feature that enables sending daily reports.

1. Specifying the time of sending reports

On the level of the whole company, you may decide when the notifications should be received.

The time of sending the daily report can be selected in "Settings/Your Company"

For the "Send the daily report at" option, specify when the report should be received. 

2. Select a user who will receive a report

In "Settings/Users", specify a user who should be receiving notifications

Choose a user who should be receiving reminders.

For "Notifications" tick CRM and Reminders.

At the selected time, a notification displaying missed and upcoming activities will be received (based on the added reminders in CRM - a picture is displayed below).