Digest conversations

Review recent contact activity for the selected Digest user and open the full contact record.

Open the new Daily Digest → Conversations. CRM access is required; the selected user is subject to owner-view permission. Administrators or eligible managers can select another permitted user in the Digest; otherwise the view uses your account.

1. Review the Conversation feed: it loads up to 50 recent activities, with up to 250 characters of message preview, recorded date, type and Incoming or Outgoing where available.
2. Search loaded activity by contact or message. The shown count updates as you type; clearing the search restores loaded rows. This search does not fetch older activity.
3. Select a row to open Contact details: name, company, registration date, account manager, lead status, country, designation, department and last contact dates. Choose Open Contact for the full conversation in a new tab. Close the preview with its close button when shown.

Use Refresh to reload the section. If a contact is unavailable or the preview fails, select the row again; check access if the problem persists. This preview does not send a message.