CUSTOMER SERVICE

A collection of help articles, answers, and feature how-to's for your CRM & Helpdesk

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10 articles in this collection
Written by Aaron
Managing Tickets (CRM Inbox)

How to Change the CRM & Helpdesk Inbox View from New to Classic (old Version)

View your support tickets in a simplified view or with a full workstation. Two options,
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Written by Aaron
Updated over a week ago

How to Set the Status of A Ticket -&- What Does Each Status Option Mean?

Status: New Ticket, System, To Do, Awaiting Reply, Resolved, Snoozed, Archived.. What do they mean and how do I set them?
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Written by Aaron
Updated over a week ago

How to Use Tags to Keep Your Support Tickets Organized

Adding Tags is great custom organizing/management feature to help you and your team easily understand and find the support tickets you need.
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Written by Aaron
Updated over a week ago

Review of Left Menu Filters for eBay Helpdesk

The Left Menu of your Helpdesk inbox is a powerful tool for optimum organization: view tickets by status, accounts, teammate, & more.
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Written by Aaron
Updated over a week ago

Custom Filters & Custom Views - how To Enhance Organizing Your eBay Helpdesk

CRM & Helpdesk's Custom Filter Views help keep you organized and speeds up finding the support tickets you need.
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Written by Aaron
Updated over a week ago

How to Use Ticket Types to Keep Your Support Organized

Sort and organize your eBay/Amazon Helpdesk inbox by assigning Types to your support tickets.
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Written by Aaron
Updated over a week ago

How to Create a Message Template for eBay Helpdesk Replies

​Save the things you say to buyers and automatically personalize it with buyer's name and order information.
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Written by Aaron
Updated over a week ago