If the user has chosen to receive the “Daily Digest” email, which is delivered at 6am each morning, the user will see:

  • All incomplete tasks that are visible to the user and that are due on the current day.
  • All non-cancelled events scheduled to occur on that day that the user has either created or has an event invite for and has not declined.
  • All workflow steps assigned to the user due on the current day.
  • All opportunities assigned to user with a target close date for the current day.
  • All contact special dates (ie. birthdays, anniversaries and client since dates) on the current day for contacts that are active and visible to the user.
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