In FuseDesk, individual cases can have Case Tags which allow you to track cases on a given topic.
Case Tags in FuseDesk are different from Contact Tags in Infusionsoft as Case Tags are applied to individual cases whereas Infusionsoft Tags are applied to Contacts.
Suppose a customer emails you with a glowing testimonial. You might want to tag the case with a Testimonial tag so you can easily pull up all cases later on that have testimonials.
Perhaps a customer emails in requesting to return a product they purchased from you. You might want to tag this case with a Returns tag so you can easily find all cases that have to do with returns.
These are just two examples of how you might use Case Tags to organize your cases in FuseDesk.
To Add a Tag to a case, simply type in the name of the tag in the Add Tag box and hit enter or click the green button. FuseDesk will display a list of tags you’ve already used so you can easily select an existing tag. If the tag name you’ve typed is a new tag, you’ll be prompted to create the new tag.
To Remove a Tag from a case, click on the red button next to the tag name. This will remove the tag only from this case.
To Disable a Tag system-wide, click on Preferences and then Case Tags. Here you’ll be able manage your tags by adding and disabling them.
To View Cases with a Tag, click on Preferences and then Case Tags. The number next to each case name shows how many cases have that tag and clicking the number will display all cases with the given tag.