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Organizing Your Inbox
Tour of left menu filters for Customer Service helpdesk
Tour of left menu filters for Customer Service helpdesk

The Left Menu of your Customer Service inbox provides optimum organization: view tickets by status, accounts, teammate, & more

Lisa Adams avatar
Written by Lisa Adams
Updated over a week ago

3Dsellers sidebar menu enables you and your team to quickly access the right tickets/conversations:

Choose Account

  • Account filters your inbox by each of your selling channels.

Ticket Status

  • The Ticket Status section includes a list of default filters to view tickets with a common status.

  • Ticket Status Filters:
    - New Ticket
    - System
    - To Do
    - Awaiting Reply
    - Resolved
    (read about Ticket Statuses)

General

  • The General section is a management-based list of folders including two less viewed ticket status filters: Snoozed & Archived. This is also where you will find your Starred messages.

  • General Filters:
    - All
    - Starred
    - Snoozed
    - Sent
    - Archived

Custom Filters

  • Custom Filters is a versatile feature that allows you to create unique filters of your support tickets.

Teammate Tickets

  • After adding a new teammate and giving them access to Customer Service, your teammates will receive their own filter where they can view tickets assigned to them.

  • A Mentions filter displays tickets that your teammates have mentioned (tagged) you in via notes.


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If you have any questions, feel free to reach out to us anytime at [email protected]

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