If you'd like to keep tabs on a case that isn't yours, you can now watch a case in FuseDesk! To watch a case, click on the eye icon in the top of the case. To stop watching a case, click the icon again. When you're watching a case, you'll be notified of new activity Keep Reading...
If your team is used to organizing your cases by case priority, you can organize your cases in FuseDesk in much the same way. To assign a High, Medium, Low Priority to a case, you'll simply assign a Case Tag. You can even create your own custom Priority case tags on the fly right from Keep Reading...
In FuseDesk, individual cases can have Case Tags which are helpful in 3 ways. First, organizationally, case tags let you organize your cases so at a glance you can see what your cases are about right from a Case Queue. In your Workflows, you can even organize your cases into Workflow stages or columns based Keep Reading...
Are you working at Night? Looking for a Dark Mode in FuseDesk to make everything easier on your eyes? Look no further than FuseDesk's Dark Mode option! If you have our dark theme enabled (either manually or automatically) on your operating system, FuseDesk will automatically match your current setting. Either way, you can cycle FuseDesk Keep Reading...
FuseDesk can automatically follow up with your customers after you close their case and ask them for feedback. Simple head to Departments under Settings and select a department to configure. Head on down to Ratings and Feedback. The Feedback Delay determines how long after a case is closed you’d like us to ask for feedback. By default Keep Reading...
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 Keep Reading...
Authorize.net receipts (like PayPal receipts, order confirmations, and many other "notification" like emails) aren't support tickets and shouldn't be cluttering up your help desk. To send your authorize.net receipts somewhere besides FuseDesk: Log into your Authorize.net Merchant Interface at https://account.authorize.net Click User Profile in the main left side menu. Click Edit Profile Information. Change the Keep Reading...
Your profile photo can easily be updated by editing your preferences and clicking the link to update your photo. Your photo shows up in case history and through the application to represent you, and your team will love seeing your smiling face throughout FuseDesk! To edit your profile, either click on Settings and Preferences, or Keep Reading...
When you call an Infusionsoft contact via FuseDesk, you’ll need to have an outbound CallerID setup. Outbound CallerIDs are set on a department by department basis. Your CallerID can be your company’s main number, a department or brand specific number, or anything you like. Keep Reading…
One of the most powerful automations in FuseDesk is the ability to run automation on inbound emails. Let’s review how to set up email rules: In Preferences, go to Email Rules. Click Add New Rule at the bottom. Select Conditions as desired. Ie: Subject – subject line contains Refund Select Actions as desired. Ie: Assign Keep Reading...
