Custom Filters and Views are powerful features developed to keep your workflow personalized and fluid.
If you're looking for a specific conversation, but can't quite find it, you can create quick custom filter to make the search faster.
Or you can create every-day-use customized filters/views to see tickets with certain attributes
This keeps your everyday messages reply-ready, filtered just way you want them.
Two custom filter/view options
One is on the Left Menu,
and the other is on the top of your inbox (tabs):
For this article, to help keep things simple,
- "Custom Filter" refers to the filter on the Left Menu.
- "Custom View" refers to the filter on the top of your inbox.
Each of these Custom Filters/Views are separate filters.
This means you can use
- a Custom Filter on the Left Menu
- and a Custom View at the top
This allows you to dynamically hone in on the tickets you need without editing your filters.
*Custom View affects all of your folders/filters from the Left Menu*
Step 1: Create a Filter/view
on the Left Menu, use Add Filter button under the Custom Filters section.
on the top right of your inbox, click the filter icon button.
Step 2: Set your filter
After clicking one of the "add filter" buttons, a popup of filter fields will display:
Each field will allow you to add criteria for your custom filter/view.
Each option allows you to choose which attributes the filter looks for:
create an easily recognizable name for your filter/view.
filter by the marketplace you are receiving messages from (eBay/Amazon).
filter by the seller accounts you have connected to 3Dsellers.
show tickets with a certain Status.
(read about Ticket Statuses)
- Ticket Type
show tickets of a certain Type.
(read about Ticket Types)
- Tags (Include/Exclude)
filter by Tags given to certain tickets.
(read about Tags)
Step 3: See Your New Filter/view
After adding a Custom Filter, your filter will appear in your Custom Filters section in the Left Menu.
After adding a Custom View, a new view-tab will appear at the top.
Step 4: Edit your Filter/view
You can edit either your Custom Filter or View at any time with the edit buttons:
If you have any questions, feel free to reach out to us anytime at email@example.com