CSI MyDesk’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.
If the CSI MyDesk application is closed but still running in the background (when the “Minimize app to notification area when window is closed” setting is enabled), push notifications will also appear in the bottom-right corner of your computer.
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.
In the notification list:
- There are two tabs: one for unread notifications and one for all notifications.
Different notifications are marked with designated icons. The newly received notifications are marked with a different color and a colored dot.
- You can click an icon to open the related entity directly.
- You can mark all notifications as read using the “Mark all as read” function. The first time you use this function, an information dialog will be displayed. Once all notifications are marked as read, the Unread tab is cleared. Note: If you open a notification in CSI Mobile or another CSI application, it will also be marked as read in CSI MyDesk.
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.
Comments
0 comments
Please sign in to leave a comment.