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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

Tony Adams avatar
Written by Tony Adams
Updated over a month ago

The 3Dsellers Helpdesk sidebar menu allows you and your team to quickly organize, filter, and manage customer conversations across all connected selling channels.


This guide explains each section of the left menu and how to use it efficiently.

🔄 Choose Account

At the very top of the Helpdesk, you can select the selling account you want to work with.

  • Filters the inbox by channel and account (eBay store, marketplace, etc.)

  • Only conversations related to the selected account will be displayed

  • Ideal for sellers managing multiple stores or regions

💡 Tip: Always verify the selected account before replying to avoid responding from the wrong store.


🎟️ Ticket Status

The Ticket Status section includes the main workflow filters used to manage conversations based on their current status.


Default Ticket Status Filters

  • New Ticket – Newly received messages that haven’t been handled yet

  • System – System-generated messages and notifications

  • To Do – Tickets that require action or follow-up

  • Awaiting Reply – Waiting for a customer response

  • Resolved – Completed conversations

➕ Add Custom Status

You can also create custom ticket statuses to match your team’s workflow (for example: Refund Requested, Waiting for Tracking, Escalated, VIP).

To add a custom status:

  1. In the Ticket Status section, click Add Custom Status

  2. Enter the status name

  3. Save

Your new status will appear in the Ticket Status list and can be used like any other status for organizing and tracking conversations.


📂 General

The General section includes commonly used inbox folders and additional organizational views.

General Filters

  • All – All tickets regardless of status

  • Starred – Tickets you’ve manually starred for quick access

  • Snoozed – Tickets temporarily hidden until a later time

  • Sent – Conversations you’ve replied to

  • Archived – Closed or archived conversations

Tip: Use Starred for high-priority buyers or sensitive cases you want to keep visible.


🧩 Custom Filters (Views)

Custom Filters allow you to build personalized views based on your support workflow.

With custom filters, you can:

  • Filter by ticket status, account, tags, buyer, or other attributes

  • Create role-specific views (e.g., escalations, refunds, VIP buyers)

  • Save time by accessing frequently used ticket groups instantly

To create a custom filter:

  1. Click Create View

  2. Define your filter conditions

  3. Save the view for future use


👥 Team Members

The Team Members section helps distribute and track support workload across your team.

Available Team Filters

  • You – Tickets assigned to you

  • Unassigned – Tickets not yet assigned to a teammate

  • Individual Teammates – View tickets assigned to each user

  • @Mentions – Tickets where you were mentioned in internal notes

💬 Mentions are useful for collaboration and internal escalation without notifying the buyer.

This section becomes available once teammates are added and granted Customer Service access.


⚙️ Settings & Tools

At the bottom of the sidebar, you’ll find Helpdesk configuration and productivity tools.

Available Options

  • Settings – General Helpdesk settings

  • Re-Import Messages – Re-sync messages from connected channels

  • Statistics – Performance and response metrics

  • Templates – Saved reply templates

  • Auto Responders – Automated responses

  • AI Prompt Templates – AI-powered response prompts

  • Rules & Automations – Workflow automation rules

  • Request Feature – Submit product feedback

  • Help Center – Access documentation and guides


✅ Best Practices

  • Always confirm the selected account before responding

  • Use Ticket Statuses to keep workflows clean and organized

  • Create Custom Filters for repetitive support scenarios

  • Assign tickets to teammates to improve accountability

  • Use Mentions for internal collaboration without customer visibility

  • Regularly review Snoozed and Archived folders


📧 Need Help?

If you have any questions or need assistance, feel free to contact us anytime at
[email protected]

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