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New Messages

The "New Messages" tab shows you all unread messages from your parties that have been automatically assigned to a case by the system.

The image shows the OmbuDesk dashboard in the "New Messages" tab, which is highlighted in color in the navigation.

How is the "New Messages" tab structured?

The data page displays 6 different pieces of information about the new messages by default:

  1. Sender's name - "From (Name)"
  2. Sender's email address - "From (Email)"
  3. Recipient's email address - "To (Email)
  4. "Subject" of the message
  5. Send date of the message - "Sent at"
  6. Receive date of the message - "Received at"

The image shows the various column information for new messages, which are marked in color and can be used as filters.

You can change the displayed categories by editing the selected columns at the top left.

The image shows the column selection in "New Messages" to show or hide columns using checkmarks.

Which search and filter options are available to you?

You can use the free text search for the recipient's email address, the sender's email address, and the subject of a message. Additionally, you can use the "Sent on" (send date) and "Received on" (receive date) of the new messages to filter the displayed messages by date.

The image shows the filter options by date to search through new messages.

Which quick actions are available to you in "New Messages"?

The following quick actions are available to you in this tab:

  1. Read message:

You can read a "new message" by clicking on the arrow symbol on the left side.

The image shows the new messages tab. The blue arrow on the left edge is highlighted in color to display the content of a message.

  1. Open linked case:

You can navigate directly to the linked case with the new message by clicking the clip symbol on the right side.

The image shows the new messages tab. The blue paperclip is highlighted in color to open the linked case.

When is a message no longer displayed under "New Messages"?

You can mark a "new message" as read to remove the message from the "New Messages" tab.

Follow these steps:

  1. Open the digital case file via the clip symbol (see "Open linked case" above)
  2. Mark a message as read by marking the "Read" box
  3. Alternatively, you can navigate to the "History-tab" and mark a message as read there.

The image shows the history in the digital case file view. The history and the "read" box are highlighted in color. This is how a message can be marked as read.

As soon as you have marked a message as "read", the message disappears from the "New Messages" tab.