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  • Ability to Hyperlink Scheduling Links When Sending Financials through Digits

So we typically send a templated email with links to financials and a link for the client to schedule their financial review. In the email we send, these links show as buttons so they look a bit nicer. It would be GREAT if when we share the reports with our clients in Digits that we could have two features:

  1. The ability to have templated wording ready to send (that way we don’t have to copy and paste or type over what’s in there each time)
  2. The ability to include hyperlinks for outside scheduling links

Awesome ideas @Brooke0707 love it! 

1.  For templated wording -- would you want this primarily on monthly reports or would you use it for monthly, quarterly, and yearly?

2. Very much heard on hyperlinking for scheduling!

Awesome ideas @Brooke0707 love it! 

1.  For templated wording -- would you want this primarily on monthly reports or would you use it for monthly, quarterly, and yearly?

2. Very much heard on hyperlinking for scheduling!

  1. Probably all of the above!
  2. Awesome! It would be so helpful

Great, thanks for the additional info, really appreciate it!

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