Did you know that you can customize the information that's shown in your Mailbox, and also control the way information is displayed?
This help file will guide you through customizing the appearance of your Mailbox to meet your own requirement.
Before you start
- You'll need an eDesk account. To find out how to create one, click here.
01 Customizing the information in your MailboxeDesk's Mailbox presents the messages you receive from and send to your buyers. By default, these messages are organized into the Mailbox status categories, which are My Tickets, Mentioned, New Tickets, To Do, Waiting, Snoozed, Resolved, Recently Updated, Favorites and Spam. To learn about what each category does, click here for a tour.
When you open a category, the messages are listed in a table, with one row per message and a variety of columns that each present a different piece of information that is related to the message. By default, these columns are Created, Status, Channel, Latest message, Customer, Ticket type, and SLA countdown.
eDesk's Mailbox is a really flexible tool, and so if you need more than the default categories and columns that we've described, that's no problem!
- choose different columns to show in your Mailbox.
- use Tags to organize messages into your own custom filters.
- change the way the information is arranged on screen.
02 Customizing the columns in your Mailbox
All Mailbox categories share the same columns, so your customizations will apply throughout your Mailbox.1. Open your Mailbox and click on any category in the menu on the left, e.g., To Do.
2. Click the Customize Table Layout button.
3. In the Customize table columns popup, the currently-used columns in the Mailbox categories are listed.
- To remove a column from the Mailbox categories, click the X in the gray box for that column.
- To reorder the columns in the Mailbox categories, drag each gray box up or down to reposition it.
The order that the columns are listed in from top to bottom in the popup indicates the order they will be displayed in from left to right in the Mailbox.
- Click a field to add the column. The Add a new column popup will be closed and the new column is added in a gray box to the list in the Customize table columns popup.
- Repeat this step to add further columns.
Pro Tip: Don't forget that adding columns may mean that you will need to scroll sideways to see all the columns in your Mailbox views.
The time/date when eDesk received the message.
The status of the message, e.g., To Do.
The icon for the channel, e.g., Amazon.com
- Latest message + Tags
The message (or a truncated message if it is long) and any assigned Tags. To learn about Tags, click here.
- Ticket type
(Type column) Type of ticket, e.g., Query, Invoice Request.
- SLA countdown
(Time left column) The Service Level Agreement timer. To learn about SLA timers, click here.
- Owner (icon)
The avatar for the owner of the ticket.
- Latest message + Subject + Tags
The email subject, message (or a truncated message if it is long), and any assigned Tags. To learn about Tags, click here.
- Unread Status
Whether the user has read the message in eDesk, e.g., READ, NEW.
- Ticket type + icon
Type of ticket, e.g., Query, Invoice Request, and an icon to denote the type.
The sequence number of the ticket, e.g., 1.
Ticket number, e.g., 145743
- Channel name
Long name of the channel, e.g., Amazon.com - Joe's Bikes.
The email subject.
- Latest message
The most recent message (or a truncated message if it is long) in the thread.
- Latest message + Subject
The email subject and message (or a truncated message if it is long) for the most recent message in the thread.
- Customer name
Full buyer name
- Customer phone number
Buyer phone number.
- Sales order
Order total, e.g., $43.05 with an info icon that displays the order information in a tooltip
- Customer email
Buyer email address.
- Customer ID
Number of replies to the customer from users in your organization.
- Total message count
Total number of messages from both the buyer and users in your organization.
- Last message created at
Time/date of last message.
- Ticket age
How long the ticket has been open, e.g., 19 hours.
The priority of the message.
Any references in the message.
The email subject.
- Subject (color-coded)
The email subject color-coded, e.g., Return policy query in red, Shipping query in blue.
- Mentioned agents (icons)
The avatars for any mentioned Support Agents.
- Mentioned agents (names)
The names of any mentioned Support Agents.
- Owner (name)
The name of the ticket owner.
- Sales Order ID
The language of the message, e.g., French.
Any custom field. To find out about creating and using custom fields, click here.
5. Once you have added. removed or reordered the columns in the Customize table columns popup, you must click Save to complete the customizations and return to your Mailbox, where you will see the new column arrangement.
Pro Tip: You can restore the default columns by opening the Customize table columns popup and clicking Reset to Defaults. This immediately resets the table to show only the default columns.
03 Using Tags to add new Mailbox viewsYou can create Tags and Pin them to the side to create folders for your tickets. To find out all about Tags, click here. To find out how to create Tag Groups, click here.
04 Using Split Mode to display a split-screenAnother way to change how information is presented in your Mailbox is to use Split Mode. By default, when you click on a message in the listing, the message listing is replaced by the open message. But you can use Split Mode to to show both the message listing in the view and the open message.
1. The image below shows the default Non-Split Mode. To switch to Split Mode, click the Toggle Split Mode button.
The display is changed to Split Mode.
2. To switch back to Non-Split Mode, click the Toggle Split Mode button again.
05 Collapse the Mailbox views menuYou can make further use of the screen space by collapsing the Mailbox view menu.
1. Click the Collapse Menu toggle button.
The menu is collapsed and you have more screen space for your message listing and messages.
2. To expand the menu again, click the Collapse Menu toggle button again.