How Can I Attach Files to a Case?

You can easily attach files, images, documents, and other attachments to a case in FuseDesk right from the case view. Attaching a File to a Case While viewing a case, click to Add a Note and then click Attach Files and select your files to attach. Complete your note title and body and then click Keep Reading...

Data Retention and Privacy Settings in FuseDesk

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 Keep Reading...

Viewing Team Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, your logged in users/members can view their team's cases using the shortcode. This will display a table of cases. You'll typically use this when your CRM or Membership Site supports parent / child logins or linked users / teams. The fusedesk_teamcases shortcode currently supports: MemberiumiMember360WispAccessAlly All Keep Reading...

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 Keep Reading...

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 Keep Reading...

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 Keep Reading...