In FuseDesk you can create interactive checklists when adding a note to a case. While adding a note to a case, simply click the Add Checklist icon. This will create your first unchecked item ready for text. You can add as many checklist items as you like and pre-check any off that have already been Keep Reading...
Ever start replying to a case and then get pulled away by something else? Or start writing a note on a case before heading somewhere else to look up a related case? Fear not! Your hard work is easy to find again with Drafts in FuseDesk! FuseDesk automagically saves your unsent email drafts, unsaved notes, 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...
If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM Keep Reading...
