With the informative feeds that are provided in MSPComplete, you automatically receive regularly updated notifications pertaining to your customers’ service activities and changes. There are two feeds available in the platform: the personal feed and the customer-context feed (referred to in this article as the customer feed). Both of these deliver similar types of content, but at different levels of scope:
There are four categories of feed notifications, which apply to both the personal and customer feeds:
Each notification type has a distinct purpose. These are discussed in the next section of this article.
Tip: Every feed notification has one of four priorities set for it: Normal, Low, High, or Critical.
You can customize feeds by filtering the notifications based on various criteria (such as category or priority) and by using the suppression options, email notification settings, and flags. Additionally, the RSS Feed feature enables you to stay up to date on your customer and service activity by receiving your feed notifications anywhere, any time, on any Internet-connected device on which you can access email and other online applications.
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To open the Personal Feed page, select the appropriate workgroup in the left navigation pane and click
Important: You may have noticed a red dot with a white number inside it next to
Personal Feed in the left navigation bar. This is the personal feed counter that indicates how many new notifications have appeared in your personal feed since the last time you opened it. When you next open or refresh the feed, the counter disappears. When it’s displayed, the counter automatically refreshes every minute.
In a customer feed, you'll see an orange dot next to the
Feed tab at the top of the page when there are new notifications. This feature is automatically refreshed every five minutes.
To open the Feed page in the customer context, perform these steps:
As mentioned above, the four categories of notifications that appear in personal and customer feeds provide different kinds of information. The table below describes the nature of the information for each notification type and the icon associated with it in the user interface (UI).
Icon in the user interface
A notification about something that requires member action, such as tasks that are due or that have failed for some reason. Alerts can also be prompts to verify connectivity for computers that have not connected to MSPComplete in the past 24 hours.
A message about an MSPComplete-related event that does not require action. For instance, you're notified that a task was completed or a user was deleted from a customer
A suggestion regarding context-specific upsell and cross-sell opportunities for a customer. For example, MSPComplete might recommend an assessment service or a migration service to a customer moving their email from G Suite to Office 365.
You can organize and view the contents of your personal and customer feeds to best meet your needs by filtering the notifications in numerous ways, depending on your current focus. Note that the same sort criteria and options are available for both the personal and customer feeds.
The Filter drop-down form that opens for both types of feeds is shown here:
To filter feed items, perform these steps:
Rich Site Summary (RSS) is a standard XML file format for delivering regularly changing web-based content to remote applications (Outlook, for instance). On the Personal Feed page, the RSS feature gives you the added convenience and flexibility of
staying informed of your customers’ project and service activities from any Internet-connected device without having to constantly monitor MSPComplete itself.
Important: The RSS feature is available only for your personal feed and
not for customer feeds.
To view the RSS version of your personal feed in MSPComplete, perform these steps:
Customizing feeds in MSPComplete enables you to control the notifications that are displayed so that you are presented with only the information you need during an MSPComplete session.
You can configure email notifications for your personal feed but not for customer feeds. You have the option of setting the feed update frequency to either instant or daily (the “daily digest”). For a daily digest, email notifications will be sent exactly 24 hours from the time you configured the email settings. Note that unlike alerts, suggestions, and reminders, events will always be sent as daily digests.
Important: The email notification feature for the personal feed is disabled by default. If you want to receive email notifications, you must configure those settings by using the following instructions.
To configure email notification settings, perform these steps:
If you want to streamline your view of feed notifications to make the lists easier to manage, you can do that by using the suppression settings in your personal feed and customer feeds. These settings are rules that tell MSPComplete which types of feed items not to display when you open one of the feed pages. You can delete these settings and redisplay the suppressed feed items at any time.
When you suppress a feed notification in the main pane, you’re instructing MSPComplete not to display any feed items that have the same priority level (“Critical,” for example) and the same feed description (“A Service is due,” for instance) as the feed item you’ve suppressed. Suppression settings remain in effect from one MSPComplete session to the next until they are deleted.
Important: You can only suppress groupings of feed items in the main pane, and not single feed items.
To configure suppression settings for feed notifications, perform the steps below:
To delete suppression settings, perform these steps:
When you click the ellipsis (…) button to the right of each individual feed item or grouping of feed items in your personal feed or a customer feed, you’ll see a drop-down menu containing two or more of these four options:
Note that the ellipsis buttons appear in both the main pane and the Details pane.
View Details option appears in the ellipsis drop-down menu for all feed notifications. Click
View Details to open the Details pane and see more information about, and options for, a feed item.
Dismiss option appears in the ellipsis drop-down menu for all feed notifications. Click
Dismiss to remove a feed item from the list of displayed items. Note that the feed item is not deleted; it is only no longer visible.
You can easily redisplay all dismissed feed notifications by performing these steps:
Navigate option appears in the ellipsis drop-down menu both for single feed items and for groupings of feed items. Click
Navigate to go to the relevant location or page in MSPComplete or MigrationWiz where you can see complete information about that service or project and make changes to it, if necessary.
Important: You’ll see the
Navigate option for feed notifications that are alerts, suggestions, or reminders. You won’t see this option for events.
Applying a flag to a notification in your personal feed or a customer feed in MSPComplete gives you a visual reminder to follow up on that item. It’s similar to flagging an email item in Outlook, for example. You can later remove the flag from that item if you want.
To flag a feed notification in either the main pane or the Details pane, click the gray flag icon next to the item or click the ellipsis to the right of the item, and then click Flag. You’ll see the flag change to blue or blue-green.
To remove a flag from an item in either pane, click the blue or blue-green flag icon or click the ellipsis to the right of the item, and then click Remove Flag. You’ll see the flag change back to gray.
These are a few important points to keep in mind about feed notification flags:
By default, the four most urgent notification groupings or individual notifications are listed in the main pane in both your personal feed and any customer feeds. This is also true in the Details pane that opens on the right when you click a notification grouping or item in the main pane. The
Load More feature at the bottom of the lists in both panes displays four additional feed items every time you click the button, until the entire contents of the feed are displayed in the list.
To expand the list of notification groupings and items in the main pain or the Details pane, perform these steps: