Cases

//Cases

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

Creating New Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, to allow folks to open a new support case, use the [fusedesk_newcase] shortcode on a page. This will display a form to create a new case. [fusedesk_newcase] works perfectly by itself, but also supports the following optional parameters: department: The ID of the department to assign the case [...]

2017-05-22T15:35:54+00:00Cases, Setup|0 Comments

Kaizen and Continuous Never Ending Improvement

Join us for a short walk down Kaizen Road where we'll explore a recent journey we had in rolling out new case queue stats... One of our core values is Kaizen, the practice of Continual, Never Ending, Improvement. When we train customer support teams and managers, we often talk about the reports that matter most being [...]

Installing FuseDesk’s free WordPress Plugin

FuseDesk works beautifully with your WordPress site and helps your website visitors easily open new support tickets directly into FuseDesk. If you are using a supported Membership Site like iMember360, Wishlist, Memberium, or WisP, we'll even pre-fill in all the members information so they just have to write their question. And... logged in members can view [...]

How do I find my Snoozed Cases?

When you snooze a case, it is no longer visible in your inbox, but you can easily find your snoozed cases using the Advanced Search. Head on over to the Advanced Case Search For Rep, choose yourself For Status, choose "Snoozing" Click Search!

2017-05-22T15:32:29+00:00Cases|0 Comments