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Message Center
Updated over 6 months ago

The Message Center is the repository for all messages and is where to locate the exported or downloaded files from iinsight.

The Message Center is permanently located in the top, middle section of the iinsight screen at all times.

The numbers referenced are the 'unread' messages.

My Dashboard tab

My Dashboard is the primary interface and currently displays 3 message areas in one screen:

  1. Workflow Tasks - All workflow-related reminders

  2. My Messages - All notifications regarding plans and assigned cases

  3. Saved Reports - Exported files that can be downloaded into various formats, eg Excel, PDF etc.

  4. Tasks/Appointments- All created Tasks and Appointments.

Recently Completed tab

This tab displays all the workflow tasks that have been completed.

Monitor your team tab

Team leader reminders.

Messages will be sent to this section once the team leader has been created (via Admin menu, Manage Teams interface) .

Your Overdue Accounts

Messages regarding aged invoices.

The settings to adjust the time frames for reminders is actioned through the Options menu - System Reminders.

The Accountant or Accounts team member should also be added to the Group to turn this functionality on. This is actioned through the Admin menu - Manage Group interface.

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