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 [...]

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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 [...]

What permissions do my help desk reps need in Infusionsoft?

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 [...]

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 [...]