FuseDesk allows you to quickly and easily find your favorite case tags, email templates, note templates, Infusionsoft tags, Infusionsoft legacy Action Sets, and more right where you need them most without having to search for or scroll to what you need.
Favorites in FuseDesk can be set both at the department level as well as in your personal preferences.
Adding New Favorites in FuseDesk
There are two ways of adding new favorites. The first is right after you use something, for example, after you:
- Send an email reply using an Email Template
- Add a note using a Note Template
- Apply a FuseDesk Case Tag
- Apply an Infusionsoft Tag
- Run an Infusionsoft Legacy Action Set
On the action confirmation screen of a case, you’ll see a prompt to save the action as a favorite if it’s not already one of your favorites.
The second way to add new favorites is right from My Preferences.
Editing Your Favorites from My Preferences
If you’d like to delete a favorite or add a new favorite, simply click your profile photo on the top left to get to My Preferences.
Scroll down to Favorites and click to Add a New Favorite.
To delete an item, mouse over an item and click the Trash icon to remove a favorite from your personal list.
Configuring Department Level Favorites in FuseDesk
In addition to each rep having their own personal favorites, FuseDesk Admins can empower their teams by setting favorites per department.
This helps new and existing reps quickly get up to speed with powerful FuseDesk and Infusionsoft automation.
Under Settings, click on Departments, and select a department to edit.
Scroll down to Favorites and click to add and remove favorites from the department’s list.
These favorites will show up on cases assigned to the selected department so team members can quickly use the right templates and automation.