Inbox

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. However, you can change this filter to also view messages such as intakes and forms that the client is still working on, or those that have already been marked as completed.

For each message in your inbox, you will see which details are relevant. For example, a report will always show the client and, if applicable, their animals linked to the report.

At this time, you can find the following in the inbox:

Shared reports - Shared reports are automatically added to this list, so you can see the exact status of each report. Once the client submits the report, it will appear 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. Once the intake is submitted, it will appear as unread in the inbox so you do not miss it.