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Understanding the Inbox

How to use the inbox to view and manage case and task notifications.

Estimated read time: 3 min

The inbox feature in the Advocate platform allows users to quickly view and manage all case and task related notifications.

From the Homepage, click on the "inbox" icon in the sidebar to open the inbox.

Users will see any read and unread notifications.

Clicking on an inbox notification will open the case and task it is related to so users can view the details without leaving their inbox.

The inbox has four helpful widgets that allow users to manage their inbox:

  • Show All — allows users to see all their notifications at one time.

  • Filter — allows users to filter the content in their inbox.

  • Mark All as Read

  • Notification Settings — clicking this button allows users to manage the notifications they receive in their inbox.

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