Inbox Grouping
Managing multiple inboxes for different clients can be time-consuming and lead to inefficient communication. ProProfs HelpDesk offers the Inbox Grouping feature, allowing you to consolidate client communications into a single, easy-to-manage inbox. This article will guide you through the process of creating an inbox group and configuring it to streamline your ticket management workflow.
Example
Imagine your company, TechPro Solutions, manages clients like AlphaCorp, Beta Systems, and Gamma Technologies. Instead of managing separate inboxes for each client, you can create a dedicated group for each company using ProProfs HelpDesk. This allows you to view all client interactions in one place, assign tickets more efficiently, and avoid communication silos.
How this helps you
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Simplified Ticket Management: Consolidate all client-related tickets into a single inbox, reducing the need to switch between multiple inboxes.
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Enhanced Collaboration: Assign tickets to the appropriate team seamlessly within the same interface, promoting collaboration across departments.
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Improved Response Time: Organize tickets by client groups, making it easier to track, prioritize, and respond to client requests quickly.
In this help article, you’ll learn:
How to Create an Inbox Group
Step 1: Access Inbox Group
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In the dashboard, navigate to Settings > Channels > Inbox Group.
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Click “+New Group” at the top right corner.
Step 2: Create a new Inbox Group
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Enter Group Name
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Select Inbox
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Click Save after setting your preferences
How to Configure the Inbox for Assigning Tickets
Step 1: Navigate to the Tickets section in the dashboard.
Step 2: Search for your company Inbox and open it.
Step 3: Look for the ticket in the respective category and open it.
Step 4: Under Properties, navigate to the Inbox drop-down list and choose the inbox to which you wish to assign the ticket.
That's all about Inbox Grouping. If you encounter any issues or have any questions, feel free to contact our support team.
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