Email Digest

Module: Setup

Export API  Coming Soon
30
Total Fields
3
Required Fields
1
Read-only Fields
1
Link Fields
Description

Send regular summary reports via Email.

DocType Properties
  • Is Submittable: No
  • Is Tree: No
  • Track Changes: No
  • Custom: No
  • Naming Series: Not set
  • Search By: Not set
Fields (30)
Field Name Label Type Options Properties Default
enabled Enabled Check -
0
company For Company Link Company
Required
-
frequency How frequently? Select
Daily Weekly Monthly
Required
-
next_send Next email will be sent on: Data -
Read-only
-
recipients Recipients Table MultiSelect Email Digest Recipient
Required
-
income New Income Check -
0
expenses_booked New Expenses Check -
0
income_year_to_date Annual Income Check -
0
expense_year_to_date Annual Expenses Check -
0
bank_balance Bank Balance Check -
0
credit_balance Bank Credit Balance Check -
0
invoiced_amount Receivables Check -
0
payables Payables Check -
0
sales_orders_to_bill Sales Orders to Bill Check -
0
purchase_orders_to_bill Purchase Orders to Bill Check -
0
sales_order New Sales Orders Check -
0
purchase_order New Purchase Orders Check -
0
sales_orders_to_deliver Sales Orders to Deliver Check -
0
purchase_orders_to_receive Purchase Orders to Receive Check -
0
sales_invoice New Sales Invoice Check -
0
purchase_invoice New Purchase Invoice Check -
0
new_quotations New Quotations Check -
0
pending_quotations Open Quotations Check -
0
issue Open Issues Check -
0
project Open Projects Check -
0
purchase_orders_items_overdue Purchase Orders Items Overdue Check -
0
calendar_events Upcoming Calendar Events Check -
0
todo_list Open To Do Check -
0
notifications Open Notifications Check -
0
add_quote Add Quote Check -
0