Daily CRM Tasks Email
The Daily CRM Tasks email is a short digest of what needs attention, with a count against each item and a link straight into the queue behind it. It is deliberately counts and links rather than tables, so it stays readable on a phone.
What it respects
Section titled “What it respects”The digest uses each recipient’s permissions and explicit personal, department and customer scope. It does not copy their last dashboard filter.
Two colleagues can receive different counts. Each link selects the scope used for that email row.
If you have nothing outstanding, you get no email. An empty digest is never sent.
Editions
Section titled “Editions”There are two editions, Morning and Afternoon, each with its own send hour set per platform or dealer. Subscribe to one, both or neither.
Subscriptions are set per user under Parameters, in the CRM Reports section, as CRM Daily Tasks Sections Required. They can also be set for a whole user group, and a user’s own setting is combined with the groups they belong to. Setting a user explicitly to nothing switches the digest off for them regardless of their groups.
What it covers
Section titled “What it covers”You choose which sections to receive. Each one only produces rows for work you can actually see.
Sales
Deals ready to go live; Cases awaiting reply; Cases breaching SLA targets; Draft case replies to review and send; Sequence steps due; Deals needing attention; Proposals needing chasing; Accepted proposals awaiting payment or Direct Debit; Correspondence awaiting approval; Out of contract with no renewal deal; Stale stock number holds; New email enquiries; Held emails in the send queue.
Credit Control
Former Customer Debt and Former Customer Credit for accounts dropped at least six months ago; Missed Collections; No Auto-collection.
Invoices raised but not delivered in the last 90 days; Invoice delivery failures; Credit requests awaiting a decision; Failed Direct Debits (30 days); Failed card collections (30 days); Direct Debit mandates stuck pending; Payment cards expiring soon.
Chase actions due; Broken payment promises; Chase cases with no next action; Overdue customers not being chased; Daily Credit Control run awaiting release; Correspondence awaiting approval; Credit limits reached; Credit limits approaching; Auto-topups near trigger; Auto-topup issues; Cases awaiting reply; Cases breaching SLA targets; Draft case replies to review and send.
Operations
Deals ready to go live.
Customer Services
Invoices raised but not delivered in the last 90 days; Invoice delivery failures.
Cases awaiting reply; Cases breaching SLA targets; Draft case replies to review and send; Open complaints on the register; Complaints at the six-week ADR line; Tickets needing attention; Confirmations awaiting approval.
Workspace
TODOs due today or overdue; At-risk accounts.
Automation
What last night’s runs did: Renewal deals created overnight; Sequence emails sent overnight; Sequence steps prepared for approval; Sequence tasks created; Sequence steps skipped; Sales automation errors; Chase cases enrolled; Chase correspondence queued; Chase items closed as paid; Chase actions blocked; Payment reminders sent; Credit Control automation errors.
The Automation rows appear only while the last run is recent, so a stale run does not sit in the digest for days.
Where the same counts appear on screen
Section titled “Where the same counts appear on screen”The digest, menu badges and dashboards share attention definitions. The email is a snapshot taken when it was prepared.
Live counts can change after that time or use a different selected scope. Shared attention decisions also affect which issues appear.