Manage Inbox Messages
- Jamie Dottavio (Unlicensed)
The ‘Manage Inbox Messages’ page allows an Administrator to create messages that will be shown to a user during sign-on or their session within the CMS. There are two types of messages: urgent and non-urgent.
Urgent messages are displayed to the user immediately at sign-on or during their session when they interact with the CMS.
Messages can also be time sensitive with an optional date range so that the message will appear for a specified duration of time.
Messages for each user are kept in the user's Inbox on the CMS until the user deletes them, the Administrator deletes the message from the ‘Manage Message’ page, or the message is marked to be automatically deleted after a specified period. This feature is available to clients at the Connects Standard Enterprise service level.
To Add a new message, click the Add icon on the page toolbar. After clicking the icon the 'Add System Message' page shown below will be displayed.
Add Inbox Message
Message Text - This is the text of the message that will be displayed to the user.
Urgent - Marking a message as urgent will notify the user that they have an unread, urgent message in their Inbox. The notification popup that the user sees will include the urgent message text.
Date From/Date To - A message can be time sensitive and only needs to be shown to users during a certain period. Entering the 'Date From' and 'Date To' fields, allows the administrator to have the system display a message only when users access the CMS during that period. After the period expires, users who did not sign on during the period will not see the message.
User Can Delete this Message - If this option is checked, the user will be permitted to delete the message from their Inbox. If this option is not checked, the user cannot delete the message from the Inbox; the message will remain in their Inbox until the Administrator deletes the message on the ‘Manage Messages’ page.
Delete Message After 'Date To' - If this option is checked, the message will automatically delete from all users' Inboxes after the 'Date To' date has passed.
Related Only to Case Number - When this option is checked, a field will appear that allows the Administrator to pick a specific case number. This message will be presented to all users assigned to the selected case number.
Click the 'Save' button to save the message information or the 'Cancel' button to ignore the changes.
Reset as new message
After a message is created, each user will receive a notice that a new, unread message is waiting in their Inbox. Once the user has read the message, they are no longer reminded about the message. To reset a message so that it appears as an unread message to all users, click the 'Reset as new message' button. You will see a popup when you have successfully reset a message:
Clicking this button will mark the message as unread and all users will receive a notification that a new, unread message is in their Inbox.
A user is notified during sign-on or during a session with a popup that lets the user know there are unread, non-urgent messages waiting in their Inbox.
An example of this popup notification is shown below: