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MasterMind Call: December, 2016

On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices [...]

MasterMind Call: January, 2016

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) [...]

In the News: WestJet

While we all are growing tired of the sweltering summer temperatures, let's take a break from the heat Photo courtesy of Daniel Ramirez and enjoy a story of snowy holiday delight. A few Christmases ago, the airline company WestJet set out to make the holiday dreams of its passengers come true. By gathering together [...]

Appointment Automation – Appointment Core

Appointment Automation can be a life saver! Scheduling appoints that fit the schedule of an employee and client can be very time consuming. Emails can be exchanged multiple times before a time can be scheduled and often that appointment slot may be taken. We now work with Appointment core, which you can now integrate appointment core with FuseDesk. [...]

Email Automation

With Email Automation, you are able to take your unassigned e-mails that are coming in and run them through some different rules to determine what to do. For example, if you want to filter non-cases (order notifications, GoToMeeting notifications), you likely do not want them to go to cases so you can create email rules to prevent [...]

MasterMind Call: May, 2014

On this month's call we covered: Mastering Inbound Email Automation; Leveraging the Power of Departments; Inbound HTML Only Emails; Forwarding Emails into FuseDesk; and Automating Appointment Scheduling. https://www.youtube.com/watch?v=STsO3kTqRgc * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose HD. Kick it up a notch [...]