FuseDesk Help Documentation for the New Case page
Calling all Power Users! Step up your game with Keyboard Shortcuts (aka "Hotkeys") in FuseDesk. Navigating around your FuseDesk app is a breeze with our keyboard shortcuts. Click the ( ? ) Help Icon in the top right of any FuseDesk page and we'll show you what keys are available for the view that you're Keep Reading...
Leverage the power of Note Templates right in FuseDesk when you're creating a New Case! Simply choose the template you'd like to use from the template selector and we'll instantly load your template and merge in all of the contact merge fields for the contact selected. Common uses of Note Templates for New Cases include Keep Reading...
Can't find the contact you're working with for a New Case? No problem. You can easily create a New Contact on demand right in FuseDesk from the New Case screen. Next to the contact search bar is an Add Contact button. Simply click this button and create a new contact directly into Infusionsoft. As soon Keep Reading...
What happens when you need to create a new case from something other than an inbound email? You click New Case on the sidebar to create a new case! When creating a new case, the first field you'll fill in is the name of the Contact, i.e. the customer, caller, or whoever you're creating the Keep Reading...
