Organized Help Documentation organized by app screen
If you'd like to keep tabs on a case that isn't yours, you can now watch a case in FuseDesk! To watch a case, click on the eye icon in the top of the case. To stop watching a case, click the icon again. When you're watching a case, you'll be notified of new activity Keep Reading...
If you're looking for your emails from FuseDesk to go out through Postmark (as opposed to Keap, Infusionsoft, SendGrid, etc), you can easily setup that up in FuseDesk. Sending through Postmark gives you far more control over your deliverability and email reputation. Postmark (by ActiveCampaign) delivers fast and if you send a serious volume of Keep Reading...
Connect to your customers with Instagram DM right in FuseDesk chat! To get started, in FuseDesk, head to Settings, Chat Settings. If you've already connected FuseDesk to Facebook, you can simply click to edit your Facebook settings and then click Edit Connections to configure which Instagram accounts and Facebook Pages you want to connect to Keep Reading...
Viewing Cases in FuseDesk just get a lot cleaner and easier to use! Most everything you're used to is in the exact same place with a few small changes and improvements. Case Action Updates For starters, the three main ways of corresponding with your customers and prospects are immediately accessible by clicking on either Reply Keep Reading...
Looking to quickly find the signed contract from a new customer? Wondering where that proposal is? Need to quickly listen to the voicemail on a case? You can easily see all attachments right up top when viewing a case! Above the fold, we now show you all the images, documents, audio files, and attachments that Keep Reading...
You can easily log directly into FuseDesk using Keap! Even better, if you're already logged into Keap, you don't have to enter your username and password. Simply confirm the Keap app that you're using and you'll be logged right into FuseDesk. From the login page - if your app is connected to Keap - click Keep Reading...
Some of the Case Actions you're used to finding in the middle of viewing a case have moved to the top of the page for easier access! Case Feedback has moved up top to a star icon and just like always lets you enable/disable Feedback on a case, request feedback, view ratings and feedback, and Keep Reading...
In addition to SMS and two way calling, you can use your existing Twilio numbers with WhatsApp right in FuseDesk! To get started, first setup WhatsApp in Twilio. Note that this is a multi-step process and can be a little complicated. If you need a hand, we're happy to help. Once you have created your Keep Reading...
How many of your incoming calls get through to one of your team members? How often do they go to voicemail because no team members are online or available? Now you can find out in your FuseDesk Call Disposition report! You'll find your new Call Disposition report under the Call category in Reports. Incoming calls Keep Reading...
If your team is used to organizing your cases by case priority, you can organize your cases in FuseDesk in much the same way. To assign a High, Medium, Low Priority to a case, you'll simply assign a Case Tag. You can even create your own custom Priority case tags on the fly right from Keep Reading...
