A Notification Center has been added to Neos, allowing staff to track all notifications for the last 15 days. User notifications for mentions, direct messages, DocuSign, etc., can be found in the right action bar.
NOTE: To open a notification record, you must have permission to the specific area in Neos (e.g., Notes, Messages, Documents, My/Others' Intakes, Checklist, and Communications Center).
Notifications are configured within Staff Profiles. New Messages, Mentions, New Intakes, DocuSign, Reminders, Case Budgets, Deadlines, and Phone Call Logs can be displayed either in Neos Only OR in Neos and Emailed. You may choose to turn off notifications by selecting the "None" option in the Notifications Settings Tab.
To access records in the Notification Center:
Click the bell icon in the top right action bar. The total number of unread notifications assigned to you will be displayed.
2. Notifications are displayed when:
A New Intake is assigned to you
A New Message is sent to you
A DocuSign document has been signed
You are mentioned in a Note (Case, Provider, Intake) by another staff member
A new phone call has been assigned to you and logged in the Communications Center
A new text message has been received in a Case/Intake where you are listed in the Staff field on the Text Conversation (Neos Premium Texting only)
A Reminder for a Checklist item assigned to you has triggered
Checklist items have been mass-updated from Advanced Search – Displays only in Neos by default
A Dashboard has been shared/unshared with you – Displays only in Neos by default
An Invoice has been paid – Displays only in Neos by default
A Case has reached the budget threshold or exceeded budget – Displays only in Neos by default
A Deadline mapped to a Case Date is approaching
An Import from CSV (Case, Intake, Contact) is complete – Displays only in Neos by default
A Case Tab Migration is complete – Displays only in Neos by default
3. Click a notification item to quickly access the record. Neos will open the Note, Case, Intake, Document, Checklist Task Pane, Call Log, or Text Conversation that generated the notification.
4. When a notification is selected, it will be marked read and will remove the new item icon. The notification will remain in the panel and only decrease the number next to the bell icon.
5. To mark all items as read, click the Mark all as read button on the top left. The Notifications list will refresh and remove all new item icons.
6. The Notifications from the last 15 days will be pulled in each time the panel is opened. To search for a specific notification, enter text into the Filter… field at the top.