Organized Help Documentation organized by app screen
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. Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 Keep Reading...
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. Keep Reading...
If your FuseDesk app is connected to Keap (fka Infusionsoft) as your CRM, you have the option of logging into FuseDesk using your KeapID (fka InfusionsoftID) and Keap password. This lets you log into FuseDesk using the same username and password as your Keap account. If you are not able to login it may be because: Keep Reading...
Depreciation NoticeAs of April, 2023, Twitter is no longer supported in FuseDesk due to Twitter's API changes. 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, Keep Reading...
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 Keep Reading...
If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, Keep Reading...
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 Keep Reading...
