Cases

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Can I Communicate with Vendors and Third Parties on Cases?

Many times questions come in from customers that require another question to the vendor or third party.  Good news! You can communicate right from FuseDesk, while keeping all contact coordinated and aligned under one case. First, you will want to create a new template for communication to the vendor: In Infusionsoft (manage email templates) or [...]

How do I change the department that cases are assigned to when I take a case?

When you take a case, it's immediately assigned to you in your default department. You can adjust your default department by click on Preferences and then adjusting your default department there. If at any time you want to take a case to a different department than your default department, simply Assign the case to yourself [...]