CRM: Adding Email address to Daily, weekly & Monthly Reports IDTechAccess

Created by Jason Verwey, Modified on Thu, 24 Oct, 2024 at 11:34 AM by Duncan Hickling

Adding Email Address to Daily, Weekly & Monthly Reports

Ensure the client has the relevant reports activated by requesting this information from your IT department.

Once the reports have been activated, follow these steps:


To add an email address to receive either daily, weekly, or monthly reports, do the following:

  1. Log in to CFMS.

  2. Go to System Admin.

  3. Select "Manage Clients."

  4. Ensure that All Clients is selected at the bottom left.

  5. Select the relevant client.

  6. Open the Mailing List tab.

  7. Add the new email address.

    Please ensure there are no spaces before, after, or within the email address.
    Double-check spelling, punctuation, and special characters.


NOTE: If there are spelling errors, or commas where full stops are required, the report will not run for all users.

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