Organized Help Documentation organized by app screen
When you create or edit a FuseDesk Workflow, you can optionally group your cases into rows. You can group your cases by Rep, Department, Status, or Contact. Grouping your cases in a workflow allows you to further visually organize your cases. For example, if you service clients and have multiple open cases at a time Keep Reading...
You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status Keep Reading...
If you'd like to use your own SMTP server to send your outbound help desk emails from FuseDesk you can easily set that up. This allows you to send mail through your own servers, or through most third party providers like SendGrid, SparkPost, MailGun, etc. Note that sending email via SMTP requires a FuseDesk Enterprise Keep Reading...
If you'd like to use Amazon SES to send your outbound help desk emails from FuseDesk you can easily set that up. Note that sending email via Amazon SES requires a FuseDesk Enterprise Plan. Head to Settings and then Outbound Emailing. Select Amazon SES from the list and enter your credentials. You'll need your Amazon Keep Reading...
You can easily use FuseDesk Workflows for your Kanban Board in just a few quick steps. To get started, head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Kanban Board". For Column Field choose Case Tags. For View Filter you'll likely only want the Status as Keep Reading...
FuseDesk Workflows empower your team to easily move cases through your business processes and leverage Automations in FuseDesk. FuseDesk Workflows help you with Kanban Boards, Sales Pipelines, Client Projects, ToDo Lists, and more. Service based business moving Work Orders through a pipeline love FuseDesk Workflows. Sales organization moving prospects through a Sales Pipeline love FuseDesk Keep Reading...
Workflows empower you and your team to organize your cases and easily move them between columns. When you create or edit a Workflow in FuseDesk, you'll start off by setting the Name for your Workflow. This will typically be something along the lines of "Sales Pipeline", "Open Work Orders", "Active Cases by Status", etc... Workflow Keep Reading...
As you move cases between columns in FuseDesk Workflows, you can configure Automations to run. At the top right of each column you may find an Automation icon. Hover over the Automation icon to see what Automations may already run for cases as they enter the column. You can also typically choose to create a Keep Reading...
When viewing cases in a Workflow the two main actions you'll be taking are moving cases between columns and viewing an individual case. Selecting, Editing, and Creating Workflows The first thing you'll do in the Workflow view is to select which Workflow you'd like to use from the menu up top. If you have permission Keep Reading...
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 Keep Reading...
