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Using Tags in eDesk

Tags are a great way to organize the Mailbox, giving your customer support process more structure.  Using the right Tag in your eDesk account…

Using Custom Fields in eDesk

Custom fields are a very powerful tool in eDesk, allowing you to link additional information to a customer query. In this help file, we'll…

How to add Order Notes and Returns Info

This help file will walk you through adding complimentary information to your orders and tickets in eDesk. Before you start   You’ll…

How to Read/Unread Tickets

This help file highlights the difference between tickets that have been read (physically opened) and unread by an agent.  Before you start   You’ll…

How to turn on Dark mode

Dark mode makes working on eDesk easier on your eyes by using a darker theme for the app's user interface, which reduces the amount of light…

Customizing the display in your eDesk Mailbox

Did you know that you can customize the information that's shown in your Mailbox, and also control the way information is displayed?  This…

Configuring your eDesk Mailbox

The eDesk Mailbox is highly configurable and it's super easy to set it up to suit your requirement.  This help file will guide you through…

Using Tag Groups in eDesk

Now that you’re an expert at creating tags, it’s time to show you how to use Tag Groups. Using the right Tag Groups in your eDesk account…

Reduce spam and system messages in your Mailbox

Is your Mailbox filling up with unnecessary spam or system messages from your marketplaces? This help file will show you how to display only…

Search and Filters

When navigating through your eDesk account, the search and filters option will enable you to find exactly the tickets you're looking for. This…

Using the Pre-Sales feature to make more sales

The Pre-Sales section separates sales opportunity queries (Pre-Sales) from regular queries. It houses product queries from customers who have…

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