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These docs are for v2024.01. Click to read the latest docs for v2024.08.01.

Manage inbox messages

Create new inbox message

  1. You can select the 'paper plane' icon throughout the application. Selecting this icon reveals the 'Send message' panel at the side of the page
  2. Complete the fields on the form. All mandatory fields must be completed before the 'Send message' button becomes available.
  3. You have the option to attach either a customer or a case to a message. This ensures that when the message is assigned, the user has all the relevant information to effectively support the customer
  4. Once completed, select the 'Send message now' button to send your message to the selected inbox.

View inbox messages

  1. Select the 'My messages' from the profile menu. The badge indicates the number of messages assigned to you.

  1. You have the option to filter the list of messages using the inbox filter. Selecting one or a combination of options allows you to customise your view

View an inbox message

  1. Once you are viewing the messages page, select the 'View' option next to the message you wish to view.

  1. When displayed, in addition to the message you will see a message summary which includes: the message status (open or closed), the assigned inbox, the action required, the priority, the date a resolution is required, the current owner of the message and creation dates.

Change ownership

  1. Select the pencil icon to edit the message
  2. Select the 'Ownership' option
  3. Select a user from the available options. Alternatively, you can quickly assign to yourself by selecting the 'Assign to me' option
  4. Select 'Save' to confirm the change

Remove ownership

  1. Select the pencil icon to edit the message
  2. Select the 'Ownership' option
  3. Select 'Remove ownership'
  4. You will be asked to confirm the change

Forward message

  1. Select the pencil icon to edit the message
  2. Select the 'Forward' option
  3. Select an inbox from the available options
  4. Select 'Forward message' to send the message on

Change status

  1. Select the pencil icon to edit the message
  2. Select the 'message status' option
  3. Select a status from the available options
  4. Select 'Save status' to confirm the change