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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+00:00Cases, 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+00:00Cases|0 Comments

How do I set my Chat Availability in FuseDesk?

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 [...]

How can I customize FuseDesk’s Live Chat for Infusionsoft?

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 [...]