Ticket types are used to help you and your team find, sort, and understand a ticket at a glance.
Quick note: When Customer Service knows what the message is for, it will assign a Ticket Type automatically. For example: if you receive a message from eBay or Amazon, the ticket type "System" will be automatically assigned.
How to assign a Ticket Type
There are several ways to assign ticket types to your messages:
Option 1 - Assign Individually
When viewing your inbox, click on the icon in the cell for Type
and select a type from the drop-down list:
OR, you can also set the Ticket Type within the conversation.
Option 2 - Apply Types in bulk
Select multiple tickets with the checkboxes on the left of each ticket.
Then, select a Type with the Ticket Type button near the top of your inbox.
How to organize messages by Ticket Types:
Ticket Types are very useful for Custom Filters/Views:
Or you can sort by Ticket Type with the arrows in the "Type" column of your inbox:
If you have any questions, feel free to reach out to us anytime at [email protected]