INBOX, TASKS AND NOTES
Messages, tasks and notes in one workspace.
One staff inbox for messages with applicants and residents, a single list of what needs your attention, and private notes with mentions on any record.
AT A GLANCE
Stop hunting for the thread.
Every record has one running conversation, and your work is on one list.
MAX Inbox
One inbox for conversations across modules, with a module filter and unread count.
One thread per record
Each order, booking, request, registration or applicant has a single running thread.
My Tasks
One list of items needing you across every module you can access.
Notes and mentions
Private threaded notes, with @mentions that notify colleagues.
MESSAGES
Messages with applicants and residents, in one inbox.
Every order, booking, request, registration or applicant has one running conversation, kept with the record it belongs to.
MAX Inbox for staff
One inbox collecting conversations across modules, with a module filter and an unread count.
One conversation per record
Messages stay with the order, booking, request or applicant they belong to.
Recruiter inbox
A recruiting view of the same conversations.
Internal staff notes
Notes visible to staff only sit in the same thread.
Message history
Full history with direction and channel on every record.
Replies by email land in the right conversation
A resident or applicant can reply to the notification email, and the reply lands in the message thread for that record.
Text-message channel
Coming soonText messages join the same inbox and the same thread as email and portal messages.
SAFE BY DEFAULT
Messages that stay private.
Secure messages
Message bodies are stored encrypted.
Email when a message arrives
The person is emailed about a new message. For applicants, the email says a message is waiting and the text stays in the portal.
Draft protection
An unsent message survives an accidental close or refresh.
Sensitive-data net
Messages that appear to contain a Social Security number, birth date or card number are refused.
GET STARTED FAST. CONTACT US TO LEARN MORE.
See how this works for your department.
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- Walk through the features that matter to you
- Plan what moves over from your current site
- Agree a practical next step
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TASKS AND NOTES
Your work, and your colleagues’ notes.
- My TasksOne list of items needing your attention across every module you can access.
- Needs your attentionA summary on the staff home of what is waiting in each module.
- Notes on any recordThreaded private notes available across modules.
- MentionsMention a colleague and they get an email and see it in their workspace.
- Files on notesAttach files to a note, and see every note that mentions you.
- Recruiting tasksTasks with an assignee, team, category and due date on each application.
- Assign tasks and set due datesIn every module, including orders, bookings and requests, a task can be assigned to a person and given a due date.
- Task emailsStaff get an email when a task is assigned to them and when one is due soon.
- Optional notification emailsChoose which staff emails go out, such as a task due, a reply received on a thread, or a summary when email delivery is failing.
QUESTIONS
Common questions
Can I put sensitive numbers in a message?
No. Messages that appear to contain a Social Security number, birth date or card number are refused.
What happens when a resident or applicant replies to the email?
The reply lands in the message thread for that record, so staff see it with the rest of the conversation.
Will staff be told about tasks?
Yes. Staff get an email when a task is assigned to them and when one is due soon. Tasks can be assigned to a person and given a due date in every module, including orders, bookings and requests.
Will I lose a half-written message?
An unsent message survives an accidental close or refresh.
How do colleagues get my notes?
Mention them in a note. They receive an email and see it in their workspace, and every note that mentions them is on their My mentions list.
See the whole platform.
Every feature on this page is part of the new Responder MAX CMS for public safety.
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