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Digits CRM
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➕
Add Client Go →
Create a new client with full details including company name, contact info, and assignment.
📋
View Details Go →
Click any client row to view complete profile, documents, invoices, and projects.
📄
Documents Tab Go →
Manage client documents with expiry tracking and compliance alerts.
📊
Pipeline View Go →
Track leads through stages: New → Qualified → Proposal → Won/Lost.
💰
Lead Value Go →
Each lead shows potential deal value for revenue forecasting.
👤
Lead Assignment Go →
Assign leads to team members for clear ownership and tracking.
📅
Document Expiry Go →
See all client documents with upcoming expirations and compliance deadlines.
🎨
Custom Reports Go →
Build reports by drag-and-dropping fields from any module — no coding needed.
📈
Export & Schedule Go →
Export reports to Excel or schedule them to email automatically.
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Notifications

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Alerts 66 alerts
Each alert can reach people three ways. Email also goes to whoever you pick under Who gets it — the person it is about always receives it, and you can add their manager, a team, or typed-in addresses.
No alert matches that search.
Alert In-App Push Email Who gets it
Task assigned to you
A task is assigned to a user, or its assignee changes.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Comment on your task
Someone comments on a task you own or watch.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
You were mentioned on a task
Your name is @mentioned in a task comment.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Task due soon Daily summary
A task you are assigned reaches its due date.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Task overdue Daily summary
A task you are assigned passes its due date unfinished.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Task completed Daily summary
A task moves into a status the company marks as complete.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project assigned to you
A project is assigned to a user, or its assignee changes.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project discussion post
Someone posts in the discussion of a project you are on.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
You were mentioned on a project
Your name is @mentioned in a project discussion.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project deadline approaching Daily summary
A project you manage nears its deadline.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project created
A new project is opened. Goes to admins — the assignee already gets "Project assigned to you".
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project completed
A project moves into a status the company marks as complete.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project status changed Daily summary
A project moves to any other status — put on hold, cancelled, or reopened.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Project deadline moved
A project's due date is changed after it was set.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Milestone completed Daily summary
A project milestone is marked complete.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Milestone due soon Daily summary
A project milestone reaches its end date.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
File uploaded to a project Daily summary
Someone attaches a file to a project you are on.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Timesheet entry approved
An approver approves the hours you logged.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Timesheet entry rejected
An approver rejects the hours you logged.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Client assigned to you
A client account is assigned to a user.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Lead assigned to you
A lead is assigned to a user.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Booking request from a public meeting link
Someone fills in the booking form behind a meeting's public link.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
WhatsApp reply from a lead
An inbound WhatsApp message is matched to a lead.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Client accepted an estimate, proposal or contract
A client approves a sales document from the client portal.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Client declined an estimate, proposal or contract
A client rejects a sales document from the client portal.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Client posted on a contract discussion
A client writes in the discussion thread of a contract from the client portal.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Customer approved a VAT return
The customer approved the frozen VAT return you sent them, so it can be filed.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Customer sent a VAT return back
The customer rejected the VAT return you sent them and gave a reason.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Customer commented on a VAT return
The customer wrote on a line of the VAT return, or on the return as a whole.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
FTA refund answer overdue
A VAT refund claim (VAT311) has passed the FTA's working days with no decision recorded.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
VAT refund credit about to run out
A customer company's unclaimed VAT refund credit is inside its last months before the five-year limit.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Commission earned
A commission record has been booked for you, either earned or pending approval.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Invoice fully paid
An invoice reaches a zero balance.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Payment recorded
A payment is recorded against an invoice.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Invoice overdue (internal) Daily summary
The dunning run flags an invoice as overdue.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Renewal due Daily summary
A tracked renewal reaches its reminder window.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Card receipt missing Daily summary
A card transaction still has no receipt attached.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Card expense needs approval
A card expense is submitted for approval.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Card expense approved or rejected
An approver decides on a submitted card expense.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Employee added
A new employee record is created.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Employee record changed Daily summary
An employee profile is edited.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Employee exit
An employee is marked terminated or inactive.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Leave applied
An employee files a leave request.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Leave approved
An approver approves a leave request.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Leave rejected
An approver rejects a leave request.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Leave cancelled
A leave request is cancelled after it was filed.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Approval requested (leave, comp-off, correction)
An employee files a request that needs a decision.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Your request was approved
An approver approves an employee request.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Your request was rejected
An approver rejects an employee request.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Probation ending soon Daily summary
An employee nears the end of their probation period.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Probation confirmed
An employee is confirmed after probation.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Employee document expiring Daily summary
A passport, visa, ID or labour card nears expiry.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Employment contract expiring Daily summary
An employment contract nears its end date.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Late clock-in Daily summary
Someone clocks in after the late-mark threshold.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Missed clock-in
Office start has passed and someone has not clocked in.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Marked absent Daily summary
A day is recorded as absent for an employee.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Attendance correction approved
A missed-punch correction request is approved.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Attendance correction rejected
A missed-punch correction request is rejected.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Shift assigned Daily summary
A shift is assigned to an employee on the roster.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Shift roster published
A roster is published for a date range (bulk shift assignment).
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Payroll run started
A payroll run is created for a month.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Payroll run approved
A payroll run is finalized and locked for payment.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Payslips released
A finalized run has its payslips emailed to employees.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Payslip published
A payslip is generated and made available to an employee.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Alert In-App Push Email Who gets it
Your reminder is due
A reminder you set on a task, project or lead falls due.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Test notification
The probe sent by the "Send Test Notification" button.
Email also goes to
Separate with commas. Tick Extra addresses on the left for these to be used.
Emails sent to clients & contacts 55 templates
Switching an email off stops it being sent for this company. Where a person clicked a button to send it, they are told the type is switched off — nothing is silently dropped.
No email matches that search.
?

Emails go to the people each alert names above — the person concerned, their manager, a team, or the extra addresses you type on that row. WhatsApp alerts are sent by the WhatsApp Notifications add-on from its own settings.

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