How do I edit support reps?

To edit support reps, visit the Support Reps page, and click on a rep to edit their profile Note that you’ll need to be an Infusionsoft or FuseDesk admin in order to view or edit support reps. On a rep’s profile, you can easily click to edit their profile in Infusionsoft, including their email address [...]

Which LoggedInUser fields are supported in Templates?

When you’re creating an Infusionsoft email template to use in FuseDesk, you can add in merg fields for the current rep, so the email can come from a rep, be signed by a rep and more. Currently, we support each rep’s name and signature. Specifically, ~LoggedInUser.FirstName~, ~LoggedInUser.LastName~, and ~LoggedInUser.Signature~. Where might you use these fields? [...]

How will I get notified about my cases?

If you’re not on the frontline and using FuseDesk throughout the day, you’ll get two kinds of notifications to keep you in the loop on your cases. First, whenever a case is assigned to you by someone else, you’ll get an email notifying you that a case has been assigned to you with a link [...]

2015-06-09T14:18:54-07:00Preferences|0 Comments