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Modifying Auto Wave Summaries: Basic

How to modify the timing and recipients of automated email wave summaries

Updated over 11 months ago

Navigate to Wave Summaries on the lefthand sidebar of the Coldcart Portal, and select which Wave Summary you'd like to update by clicking it's name under Schedules. In the example below, we'll update "Priority Batch":

Upon clicking a specific Schedule, from the resulting righthand sidebar you'll see options to update the emails of those receiving the specific Wave Summary as well as what time and day the email summary is sent. When your desired updates are applied, remember to click Save in the bottom of the pane:

Note: do not include any space immediately before or after a comma in the string of emails you provide in the Recipient(s) field.

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