We’re proud to share with you two new powerful reports and a new visual report selector so you can more quickly find the reports your looking for. The newly added Case Movement Time report visually shows how long it’s taking you and your team to assign cases, first respond to cases, and resolve cases all Keep Reading...
Ready for a cooler, faster, more powerful quick case search than ever before? Would you love to find an Infusionsoft contact and their cases by phone number when they call in? What about by name, company name, email address or case number? Great! You’re going to LOVE this morning’s freshly released quick case search in Keep Reading...
Over the past few weeks we’ve been quietly rolling out a number of cool updates. These updates include: If you create a case from an email and it shouldn’t have been a case, you now have the ability to mark a case as Not a Case and effectively “unopen” it from the case status selector Keep Reading...
Officially as of this morning, Infusionsoft Action Sets are fully online in all FuseDesk accounts. This powerful new feature allows you to run automation on a contact right from inside of FuseDesk and automatically attach the results of the actions to the case history. Now, as you and your support team are providing World Class Keep Reading...
We’ve rolled out a few important updates recently that you’ll now notice in your FuseDesk Application. Specifically auto-responders are now auto-filed, pages load faster, and new cases are created better. Auto Responders: Tired of those pesky “Out of Office”, “Auto Reply” and “Verification” messages? FuseDesk now filters for the most common auto responders and automatically Keep Reading...
Great news! If you get Google Voice voicemails, Vocalocity voicemails, or webinar chat emails from Evergreen Business System, we’ll now treat them special in FuseDesk. For Voicemails, we’ll look in your Infusionsoft account for contacts with the phone number the call came from. If we find one contact (and only one), we’ll link the email Keep Reading...
This week we’re proud to roll out a newly updated and far more robust reporting system for all FuseDesk Applications, including yours! The new reporting system allows you to: View data in a specific data range Group data by day, week or month (Thanks, Terry!) Download your report data to CSV (Thanks, Paul!) In addition, Keep Reading...
FuseDesk now supports Infusionsoft Company records! This means that when a case is assigned to a contact, if that contact is part of a company, the case is now linked to that company in FuseDesk, too. In addition, when viewing a case, the contact summary now: Links directly to the contact in Infusionsoft Displays the Keep Reading...
Attachments have been one of the most requested features of FuseDesk and we’re proud to say that in addition to accepting an even larger variety of inbound file attachments, you can now attach files to your outbound email replies, too! To send files back along with your email reply, simple select the files you’d like Keep Reading...
Great news! We're hard at work adding new help documentation and support docs to our newly launched online help site. Find out how to setup email forwarding, find sent emails, transfer cases and more. We'll be adding more walkthroughs, screen shots, and videos as we grow the support site and would love to know what Keep Reading...