Inbox

The inbox contains important (system) messages that may require you to take action. By default, when you open the inbox, it is filtered to show messages that require action. You can change this filter if you also want to see messages for, for example, intakes and forms that the client is still working on, or that have already been marked as completed.

Each message in your inbox shows which information is relevant to it. For example, a report will always show the client and, where applicable, their animals to which the report is linked.

The following can currently be found in the inbox:

Shared reports - Shared reports are added to this list by default, so you can see the exact status of each report. As soon as the client submits the report, it appears as unread in the inbox so you do not miss it.

Intakes - All intake processes can be found here, so you can see the exact status of each intake. As soon as the intake is submitted, it appears as unread in the inbox so you do not miss it.

Scheduled messages - Here you can find all scheduled reminders. You can filter this list and export the results as an Excel file.

Scheduled messages

Under Inbox > Scheduled messages, you manage all scheduled reminders: filter the list by Search, Period, Email address, and Product groups, and export the results as an Excel file or for Postal mailing. Both exports use the active filters.

Filters

The filter bar above the overview contains four filters:

Search: searches by subject, client name, and animal name.
Period: choose All dates, This month, Next month, or Other..; for Other.., enter a From and a To date yourself.
Email address: choose All, With email address, or Without email address.
Product groups: select one or more product groups, including the Not grouped option.

The selected filters remain active while you continue scrolling and more results are loaded.

Export

In the Export menu, choose Save as Excel file for an export with the columns Subject, Date, Regarding, and Scheduled for, in that order. The standard export contains one row per reminder. Under Export for, choose Postal mailing for a separate export. Both exports apply the active filters, so you export exactly what you see on the screen.

Export for Postal mailing

The Postal mailing export contains the columns Company name, Name, Address, Postal code, City, Subject, Date, Animal type, Animal name, and Email address. Each animal gets its own row; for a reminder linked only to a client, that client appears on one row without animal details. Company name contains the client's company name. The Name column is built from the client's salutation and your practice's name display and name order settings.

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