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...

Favorites in FuseDesk

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...

How can non-Infusionsoft Users access FuseDesk?

You can invite anyone to be a rep in FuseDesk even if they don't have an Infusionsoft Seat when you're on a FuseDesk Enterprise plan. Simple head to Support Reps under Settings and click on Invite New User. Enter in your team member's name and email and click on Send Invitation!

Kaizen and Continuous Never Ending Improvement

Join us for a short walk down Kaizen Road where we'll explore a recent journey we had in rolling out new case queue stats... One of our core values is Kaizen, the practice of Continual, Never Ending, Improvement. When we train customer support teams and managers, we often talk about the reports that matter most being Keep Reading...