You can easily restrict which cases a rep can work with by editing their permissions. Note that this is available on Pro and Enterprise accounts only. From your preferences page, click on Support Reps to view a list of your reps in FuseDesk. Next, click on a rep’s name to edit their profile. Scroll down Keep Reading...
If you'd like to see which reps have logged in, which reps have been deactivated, or invite a rep to log into FuseDesk, visit your Support Reps page under Settings. On this page you may see two or three groups of users. Active Reps The Active Reps up top shows you all users who have active Keep Reading...
For security reasons, some pages in FuseDesk require you to be an Administrator. If a rep is an admin in Infusionsoft, they’ll automatically be an admin in FuseDesk, too. You can also manually set a rep as a FuseDesk admin from the Support Reps page. To make someone an Admin in Infusionsoft: Keep Keep Reading...
When you add a note in FuseDesk, either a phone call note or a “note” note, it becomes part of the case history and is also stored in the Contact’s notes in Infusionsoft. At no time are your notes visible to the customer, though. They are for internal use only. When might you add a Keep Reading...
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? Keep Reading...
If you need to hide a rep (i.e. an Infusionsoft User) that is no longer with you, simply click the Deactivate link next to the rep on your Support Reps page. Please note that we never "delete" reps, but rather we hide them. This means that they will no longer appears in the case assignment drop down Keep Reading...
To download the data from any of your reports, select the report, time grouping and date range you'd like data for and then click the download button on the top right of the report. This will allow you to save a CSV (Comma Separated Value) file to your computer with all the raw report data. You can Keep Reading...
To modify which reps are in a given department, go to your Department Options. If you have multiple departments, you can select the default department for new reps up top. Click on a department name to edit it's settings and then choose whether to include ALL current and future reps in a given department, or Keep Reading...
To login to FuseDesk you'll need to know your FuseDesk app name, email, and password. Check any email notifications we've sent you to see what email address is on file for you to login to FuseDesk and what your app name is. Both your app name and your email address will be in the footer Keep Reading...
To add a new team member to your FuseDesk app, head to Settings and Support Reps, and then click the Invite a New User button. Enter in the names and email addresses of the reps you'd like to invite, and they'll be sent an email to login and set their password. While you wait for Keep Reading...