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So far FuseDesk has created 261 blog entries.

Editing Automations in FuseDesk

When you click in to edit an Automation in FuseDesk, you are primarily going to be editing the conditions and actions for the automation. You can also easily rename your automation, clone (copy) your automation, and delete the automation. When all of the conditions of your automation are met, all of the actions of your [...]

2019-01-17T11:50:42-07:00Automations|0 Comments

Automations in FuseDesk

Automations in FuseDesk allow you to automate everything from case assignments to workflows. Simply create an automation and customize it to your needs and let FuseDesk do the heavy lifting for you! To create a new Automation from the Automations page, click the New Automation button, name your automation, and choose your automation type. From there [...]

2019-01-17T11:51:42-07:00Automations|0 Comments

Saved Case Searches

Advanced case searches in FuseDesk can be saved as favorite saved searches and even shared with your team making quickly finding just the right cases easier than ever. After running a search, click the Save button to save this advanced case search as a favorite. A name will automatically be generated for you based on [...]

Favorites in FuseDesk

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 [...]

Leverage Note Templates for New Cases

Leverage the power of Note Templates right in FuseDesk when you're creating a New Case! Simply choose the template you'd like to use from the template selector and we'll instantly load your template and merge in all of the contact merge fields for the contact selected. Common uses of Note Templates for New Cases include [...]

How do I assign a New Case to a New Contact?

Can't find the contact you're working with for a New Case? No problem. You can easily create a New Contact on demand right in FuseDesk from the New Case screen. Next to the contact search bar is an Add Contact button. Simply click this button and create a new contact directly into Infusionsoft. As soon [...]

2018-10-22T09:28:39-07:00Cases, New Case|0 Comments

How can I quickly tell what Department or Rep a Case is assigned to?

Figuring out what rep or department a FuseDesk Case is assigned to is easy both from the Case Queue as well as from the Case View. In a Case Queue, simply look at the green labels underneath the case. If you have more than one department and are in a rep's queue, we'll show a [...]

2018-09-05T14:01:13-07:00Cases|0 Comments