Are you working at Night? Looking for a Dark Mode in FuseDesk to make everything easier on your eyes? Look no further than FuseDesk's Dark Mode option! If you have our dark theme enabled (either manually or automatically) on your operating system, FuseDesk will automatically match your current setting. Either way, you can cycle FuseDesk [...]
To change the name of a department in FuseDesk, head to Departments under Settings and click the name of the department you want to rename. At the bottom of the department editor is a Rename Department button. Click Rename Department and enter a new department name to change the name of your department. Renaming vs. [...]
To view a contact's payments in FuseDesk, click to open up their contact editor and click on the Payments tab up top. The Payments tab will show you all recent payments from your CRM right in FuseDesk enabling your team to see the latest transactions for your customers. Click on an individual payment to open [...]
To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the [...]
To view a contact's invoices in FuseDesk, click to open up their contact editor and click on the Invoices tab up top. The Invoices tab will show you all recent invoices from your CRM right in FuseDesk empowering your team to see what invoices a contact has and if there are any balances past due. [...]
To view a contact's subscriptions in FuseDesk, click to open up their contact editor and click on the Subscriptions tab up top. The Subscriptions tab will show you all subscriptions from your CRM right in FuseDesk empowering your team to see what subscriptions a contact has, both active and inactive. Click on an individual subscription [...]
Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to [...]
If you're FuseDesk app is connected to Infusionsoft as your CRM, you have the option of logging into FuseDesk using your InfusionsoftID and Infusionsoft password. This let's you log into FuseDesk using the same username and password as your Infusionsoft account. If you're not be able to login it may be because: No Infusionsoft App? If [...]
Easily connect Twitter to FuseDesk so that you can chat on-one-on with your prospects and customers over Twitter Direct Message (DM). Twitter is available for FuseDesk Enterprise apps. Adding an Account To add Twitter to your FuseDesk app, head to Settings, Chat Settings, and click on Create New... for Twitter. You'll be redirected to Twitter [...]
FuseDesk PRO and Enterprise plans can configure Data Retention Settings in FuseDesk to control when certain kinds of data is automatically archived, anonymized, and deleted. Five data objects are currently supported, specifically Cases, Chats, Reps, Contacts, and Emails. These three steps - Archival, Anonymization, and Deletion - happen, if configured, in that specific order. You [...]
