The Inbox on your Dashboard shows you which requests need your attention and what to do next. Instead of checking every request, you can work through a prioritised list grouped by the action needed.
The Inbox brings together three types of work: client messages awaiting a reply, stalled requests, and submissions ready for you to review.
The attention summary
At the top of the Inbox, you'll see the total number of items that need your attention, for example, 37 Items need your attention.
Next to this, a progress bar and Cleared today count show how many items you've dealt with so far today.
The three priority cards
Below the summary, three cards split your items by the type of action needed. Select a card to see the list of items behind it.
Card | What it shows | What to do |
Reply to clients | Client messages waiting for your reply. Shows All answered when there are none. | Reply to each client message. |
Unblock stalled requests | Requests that are not moving, split by reason: never opened, no reply, bounced or unsubscribed. | Follow the suggested action for each group to get it moving. |
Review submissions | Requests your clients have completed and are ready for review. Listed in age of submission order. | Review the submitted information. |
Working through stalled requests
Selecting Unblock stalled requests lists every stalled request, grouped by what's holding it up. Each group shows how many requests it contains and a suggested next step.
Group | What it means | Action |
Delivered, never opened, and now overdue | The request email was delivered, but your client hasn't opened it, and the due date has passed. | Resend |
No more reminders | All scheduled reminders have been sent, and the request is still outstanding. | Send reminder to send a personalised reminder |
Bounced | The request email couldn't be delivered to your client's email address. | Check that the client's email address is correct, then resend |
Unsubscribed | Your client has unsubscribed from Glasscubes emails, so they won't receive the request or reminders. | Contact your client directly through Glasscubes to ask them to resubscribe to the request notifications. |
Each request also shows status badges to help you prioritise:
Waiting shows how long the request has been waiting on your client.
Overdue shows how long the request has been past its due date.
Last reminder shows when the most recent reminder was sent.
To open a request, click the open icon on the right of its row. To action every request in a group at once, select the tick box next to the group heading.
Switching views
The tabs at the top of your Dashboard let you move between the Inbox and your other views.
Inbox shows your prioritised items needing attention.
All shows every request.
Your saved views, such as a Personal Tax or MTD view, appear as additional tabs.
Click + Edit to manage your views.