Help Center / LEYMAX RECORDS

The file board: messages, assignments and alerts

Every file has a board. Write a message, assign it to someone or mark it as an alert, and resolve it when it is done.

Where to find it

Open the file → "File board" (top, next to the name)

  1. Open the file and write in the board box at the bottom. Click “Add”.
  2. A small window asks two things: “Assign to” (anyone on that clinic’s team, or nobody) and whether it is “Message only” or an “Alert”.
  3. Accept. The note appears at the top of the board with its owner and level.
  4. When it is done, click “Resolve”. Resolved notes fold under a “Resolved” divider you can expand.

Who gets notified

A note assigned to someone rings only that person’s bell. An alert with no owner rings the whole team of that clinic. A message with no owner rings nobody: it just stays on the board for whoever opens the file.

Tip

Resolving a note also clears its notice from the bell of whoever it was assigned to.

Related instructions