On this month's call we covered: Searching like a Pro, Advanced Case Search, WordPress Plugin Updates, Case Review Best Practices, FuseDesk LIVE, and Your LIVE Q&A! https://youtu.be/VyfCGC4vcKA?rel=0&showinfo=0 Basic Searches Mentioned during the call were these great examples of searches that you can try from the sidebar: Bob (name starts with Bob) B S (first name starts with B, last with S) Keep Reading...
Instantly see where your team members are in FuseDesk and what they're up to with our new live in-app presence! Wherever you are in FuseDesk, if a colleague is looking at the same page you are, you'll see their face at the top of the screen. Additionally, if you're looking at a case queue, you'll Keep Reading...
FuseDesk now supports more Bulk Actions than ever before when working with your help desk cases and support tickets. In addition to bulk changing case status, snoozing cases, and reassigning cases, you can now bulk Email Reply, run Infusionsoft Automation, apply Infusionsoft Tags, and bulk apply FuseDesk Case Tags - all right from your case queues! Keep Reading...
If you've ever had two cases that you wanted to merge or a case that you wanted to split, now you can with our newly released Case Merging and Case Splitting! FuseDesk automatically keeps your conversations on thread so all of your email exchanges about a topic stay together, but sometimes a customer emails in Keep Reading...
Ever wished that you could route your emails based on a contact’s Infusionsoft tags? Well now you can! Within the Email Rules editor, you can now create a condition based on Infusionsoft tags. First, we’ll look for the contact in Infusionsoft, and if we find them, we’ll check their tags against the tags you specify Keep Reading...
Ever wanted to find out how well you and your team are doing from your customers point of view? Now you can! Your customers can rate the level of customer support they receive with 1-5 stars and even leave feedback via our newly released Ratings and Feedback system. Hop into our newly updated Department editor Keep Reading...
Now when you need to create a new email template or edit an existing template, you can stay right inside of FuseDesk instead of switching to Infusionsoft to manage your support templates. The newly released Email Template Editor helps new FuseDesk customers to easily create their first default reply template, clone existing templates, or edit Keep Reading...
WordPress users can now easily allow their customers to view or open new FuseDesk support cases and tickets right from their WordPress sites. This is especially useful if you have a WordPress Membership site – such as iMember360 or WishList Member – where customers log in to access members only content. When logged in to Keep Reading...
We’re live here at InfusionCon 2013 in Socttsdale, AZ and excited to announce the public release of the FuseDesk API which allows you to integrate FuseDesk with third party systems to view live data such as cases, unassigned emails, support reps and more as well as create new cases. With the newly released FuseDesk API, Keep Reading...
In case you missed the big announcement and preview on our Mastermind Call the other week, Email Rules and Automation are here at last! Using the new FuseDesk Rules System, you’ll be able to automatically filter emails, autoreply back to inquiries, assign emails to certain reps or departments based on the content, run action sets Keep Reading...
