What can I do in the Payt inbox?
- Search and navigate to specific messages
- Filter messages based on previous criteria
- Process messages by replying or marking them as 'Read'
- Archive messages for future reference
How do I find specific messages in the inbox?
Use the search bar to quickly locat messages based on, for example:
- The content of a message
- The name of the customer who sent the messages
- Customer or invoice numbers linked to the message
How can I filter messages?
You can apply filters based on various criteria to streamline your inbox view.
- Administration: If you manage multiple administrations in Payt, use the 'Administration' filter to view messages per entity.
- Case type: To view only messages linked to a specific type of case, such as debt collection cases or invoices, use the 'Dossier type' filter.
- Status: Use the 'Properties' filter to display only read or only unread messages.
How can I sort messages?
You can sort your messages based on what you wish to prioritise:
- Unread converstaions first
- Read conversations first
- New conversations first
- Old conversations first
