As a rep, you can set yourself to be available for chat and or calls right from the sidebar in FuseDesk. Next to your name, click the Chat icon to enable or disable chat availability. Click the Phone icon to enable or disable chat availability. When unavailable for chats or calls, you won't be notified Keep Reading...
By default, team member logins to FuseDesk expire every 90 days. This security best practice can help you with security compliance policies that you may have in your business or be required to have by third parties. Enterprise apps can customize this setting from App Options and adjust password expiry shorter or longer, or even Keep Reading...
If your FuseDesk app is connected to Keap (fka Infusionsoft) as your CRM, you have the option of logging into FuseDesk using your KeapID (fka InfusionsoftID) and Keap password. This lets you log into FuseDesk using the same username and password as your Keap account. If you are not able to login it may be because: Keep Reading...
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...
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...
FuseDesk logins that authenticate with your CRM are handled completely by your CRM. When your password expires in your CRM, you'll need to reset it directly in your CRM. Currently this is supported with Infusionsoft by Keap. FuseDesk reps that authenticate directly to FuseDesk need to create a new password every 90 days. This follows Keep Reading...
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!
FuseDesk reps can optionally be linked to CRM reps like Infusionsoft reps. Once a FuseDesk rep is linked to a CRM rep, they'll be able to login using their InfusionsoftID and Infusionsoft password. Logging in with an InfusionsoftID allows the emails that your reps send in FuseDesk, the notes they add in FuseDesk, and the actions Keep Reading...
If you have multiple product lines or brands within your business, you can setup FuseDesk Departments to keep your cases organized, your team specialized, reporting separate, and branding intact. For product lines, you might have your departments setup as Product Support, Events, and Membership. For brands, you might have a department each for ABC Widgets, Keep Reading...
When you add a new user to Infusionsoft so they can log into FuseDesk and handle your help desk support tickets, you'll have the option of setting User level permissions in Infusionsoft. For the most part, the user level permissions in Infusionsoft don't impact FuseDesk. Everything FuseDesk does is via the Infusionsoft API which doesn't get restricted Keep Reading...
