Inbox

  • Updated

Overview

The CAS 360 inbox stores all notifications received from Companies House, BGL and integrated partners. 

From the Main Toolbar, Select Messages mceclip1.png
Select Inbox mceclip2.png

Search

Search allows you to search for messages based on the Contact/EntityDetails, or status of the message.

Read/Unread

To view a message select Read from the Read Column
To mark a previously read message as not viewed select Unread from the Read Column  
To mark all messages as read select the Mark All As Read button. mceclip3.png

Advanced Filters

The Messages screen also has a number of filters allowing users to easily see Messages that need action. These filters include:

Field
Explanation
All Alerts Display all messages in the Messages screen
Unread Alerts Show messages that have not yet been viewed

Today's Alerts

Show all messages that have been generated Today

This Month's Alerts Show all messages that have been generated this calendar Month

Last Month's Alerts

Show all messages that have been generated last calendar Month 

Notifications Report

Notifications that are more than 60 days old will automatically archive. However, users can download a Notifications Report of all Inbox Messages (both current and archived). 

mceclip0.png

The report will detail: 

  • Contact/Entity
  • Details of the notification 
  • Status 
  • Timestamp

Comments

0 comments

Please sign in to leave a comment.