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 [...]
When FuseDesk automatically filters autoreply and computer generated emails for you, they're sent to the Trash as an Automated Email. You can easily see these emails on the Trash page and they'll be flagged with a Automated Email tag.
FuseDesk logins linked to an Infusionsoft ID are handled completely by Infusionsoft. When your password expires in Infusionsoft, you'll need to reset it directly in Infusionsoft. FuseDesk Only Rep logins that login directly to FuseDesk without an Infusionsoft ID need to create a new password every 90 days. This follows both industry best practices and [...]
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 [...]
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 [...]
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 [...]
While you can always run a Quick Search in FuseDesk, or even an Advanced Case Search, sometimes you just want to quickly search the Case Queue that you're in, like your Inbox, another rep's queue, or a department queue. At the top of the queue you're in, simply start typing a word to search for [...]
To sort or organize your inbox, a rep queue, or a department queue, click on the date dropdown in the top right of the queue and pick a date to sort cases by. You can also click the sort order button to the left of the date dropdown to choose to sort cases by date [...]
When FuseDesk Live Chat is active, you'll see a Chats tab in your FuseDesk sidebar and a chat icon right under your name at the top of the sidebar. Clicking the chat icon by your name will toggle your availability on and off. When you login to FuseDesk, you'll want to actively toggle yourself as [...]
FuseDesk's native Live Chat for Infusionsoft allows you to customize the appearance of the chat widget as well as a few other settings. First, make sure you setup a new Live Chat configuration. Then, click into it to customize your chat widget options. Default Chat Department Live Chat Widgets can be linked to a default department [...]
