Help By Screen

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Organized Help Documentation organized by app screen

Dark Mode in FuseDesk

Are you working at Night? Looking for a Dark Mode in FuseDesk to make everything easier on your eyes? Look no further than FuseDesk's Dark Mode option! If you have our dark theme enabled (either manually or automatically) on your operating system, FuseDesk will automatically match your current setting. Either way, you can cycle FuseDesk [...]

My Preferences, Preferences|Comments Off on Dark Mode in FuseDesk

Renaming a Department

To change the name of a department in FuseDesk, head to Departments under Settings and click the name of the department you want to rename. At the bottom of the department editor is a Rename Department button. Click Rename Department and enter a new department name to change the name of your department. Renaming vs. [...]

Department Editor, Departments|Comments Off on Renaming a Department

CRM Orders for Contacts in FuseDesk

To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the [...]

ActiveCampaign, Contacts, CRM, E-Commerce, Infusionsoft by Keap, Ontraport|Comments Off on CRM Orders for Contacts in FuseDesk

CRM Payments for Contacts in FuseDesk

To view a contact's payments in FuseDesk, click to open up their contact editor and click on the Payments tab up top. The Payments tab will show you all recent payments from your CRM right in FuseDesk enabling your team to see the latest transactions for your customers. Click on an individual payment to open [...]

Contacts, CRM, E-Commerce, Infusionsoft by Keap, Ontraport|Comments Off on CRM Payments for Contacts in FuseDesk

CRM Subscriptions for Contacts in FuseDesk

To view a contact's subscriptions in FuseDesk, click to open up their contact editor and click on the Subscriptions tab up top. The Subscriptions tab will show you all subscriptions from your CRM right in FuseDesk empowering your team to see what subscriptions a contact has, both active and inactive. Click on an individual subscription [...]

Contacts, CRM, E-Commerce, Infusionsoft by Keap|Comments Off on CRM Subscriptions for Contacts in FuseDesk

CRM Invoices for Contacts in FuseDesk

To view a contact's invoices in FuseDesk, click to open up their contact editor and click on the Invoices tab up top. The Invoices tab will show you all recent invoices from your CRM right in FuseDesk empowering your team to see what invoices a contact has and if there are any balances past due. [...]

Contacts, CRM, E-Commerce, Infusionsoft by Keap|Comments Off on CRM Invoices for Contacts in FuseDesk

Connecting Twitter to FuseDesk

Easily connect Twitter to FuseDesk so that you can chat on-one-on with your prospects and customers over Twitter Direct Message (DM). Twitter is available for FuseDesk Enterprise apps. Adding an Account To add Twitter to your FuseDesk app, head to Settings, Chat Settings, and click on Create New... for Twitter. You'll be redirected to Twitter [...]

Chat, Chat Settings, Featured, FuseDesk Chat|Comments Off on Connecting Twitter to FuseDesk

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 [...]

Cases, Data Retention and Privacy, Featured, FuseDesk Chat, Reps, Trash|Comments Off on Data Retention and Privacy Settings in FuseDesk

FuseDesk Merge Fields for Templates

In addition to your Contact and LoggedInUser Merge fields in FuseDesk, you can also leverage a number of powerful FuseDesk specific Merge Fields in your email and note templates. Specifically: ~FuseDesk.CaseNumber~: The case number of the case, for example "ABCD1234" ~FuseDesk.CaseId.~: The case ID of the case, an integer. This is what you'd use for [...]

Template Editor, Templates, Uncategorized|Comments Off on FuseDesk Merge Fields for Templates