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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 [...]

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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 [fusedesk_teamcases] 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: Memberium iMember360 Wisp [...]

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Viewing Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, you can enable your logged in users/members to view their cases using the [fusedesk_mycases] shortcode on a page. This will display a table of cases. [fusedesk_mycases] works perfectly by itself, but also supports the following optional parameters: columns: A comma delimited list of which columns to show. Choose [...]

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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 [...]

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 [...]