CSI Mobile’s “Push” notifications keep you informed about different events and tasks and Email notifications about important user account related events. A consistent time zone is used for all notifications, so you can rely on the received information regardless of your location. Notifications appear in the user interface language of the CSI software.
Push Notifications
Push notifications enable you to take actions when needed.
- Critical Task Alerts: Inform you about upcoming critical tasks assigned to you. A notification is sent based on the pre-defined alert date/time set or, if undefined, at 8:00 AM on the critical task's due date.
- Task Notifications: Inform you about new or upcoming tasks assigned to you. Like critical tasks, the alert timing is based on a pre-defined alert date/time or defaults to 8:00 AM on the task's due date.
- Matter Openings: Inform you when a new matter is opened where you have a responsibility role.
- Preliminary Invoices: Inform you when a preliminary invoice is ready for your review.
- Preliminary Invoice Approvals: You may also receive notifications regarding preliminary invoices which require approval. However, preliminary invoices must be approved in the CSI software, so in the app, you can just click OK to continue working.
If your mobile device is unlocked when receiving a notification, all the notification details are displayed. If the device is locked, you are only displayed a concise notification based on which you can access the actual notification.
In the notification history list:
- There are separate tabs for viewing only unread or all notifications.
- Different kind of notifications are marked with designated icons. The newly received notifications are marked with a different color and a colored dot.
- You can select any notification to get redirected to the corresponding information (e.g., specific preliminary invoice).
- You can mark all unread notifications as read by selecting the "Mark all as read" button which clears the list.
Notifications exceeding a predefined timeframe (e.g., 7 days) are removed from the list to keep the notification history manageable.
Email Notifications concerning user account
If there are changes in your user account, you’ll receive an email notification about them. The invitation for a new user is valid for two days. The other notifications are the following:
- Account Disabled: If your account is disabled for security or administrative reasons, the notification explains why it happened and what steps to take next.
- Account Enabled: If your previously disabled account is reactivated, you'll get a welcome back email.
- Account Deleted (if applicable): If your account needs deletion, you are notified with any necessary instructions.
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