Last Updated April 13, 11:20am PST. Bug Fixed by Infusionsoft.
Ever since the latest release that we were upgraded to on Tuesday, we've been seeing a strange bug in what we thought was our FuseDesk App. Ends up that it's a really fun bug in the latest release of Infusionsoft. We've opened a tier 2 support ticket and this is being escalated and worked on as we speak.
The error you'll likely see is that when you go to reply to someone, a different person's email address will appear in the to line of the email than the person you intended to email. If you don't catch this, you can end up emailing or replying to someone completely unrelated to the email case you're working on.
This bug only affects the default email template you use for single emails. This is often TemplateID 145 and is called "Default Template (For Single E-mail)".
Ever using Infusionsoft and find yourself in a date field and dreading typing out the whole date, or clicking on the calendar to select a date?
Become an Infusionsoft Power User with this cool date picking trick.
While in a date field, type the letter T and today's date will popup. Then you can type any number of other quick keys to modify the date, such as = to add a day.
So... to enter tomorrow's date, type t= in a date field and voila! Tomorrow's date.
Here's the full list of quick keys:
If you missed out, Jeremy presented on best practices for Joint Ventures, multi-channel marketing campaigns, and customer support.
Check out the presentation online in the InfusionCon online video archive!
You asked for it and we listened. We're rolling out Departments shortly which will allow you to have different queues for departments like Sales, Support, Billing, and more.
You'll get to name the departments whatever you like, assign reps to each department and assign cases just as easily as you did before, but with the ability to specify a department, too.
Not only does this make sorting cases easier, it will allow you to see improved analytics on performance between departments, for example:
- How quickly does Billing resolve issues vs. Customer Support?
- How many cases does each department get and where is the volume trending?
- How satisfied are customers with each of your departments?
- And much more...
That's the latest. Keep an eye out for more news as Departments officially roll out!
We've officially released 3 different versions of the FuseDesk platform today ranging from our Enterprise Plan to our PRO Plan down to our Lite Plan.
Wondering how to pick which plan is best for you?
Our Enterprise Plan is for larger organizations using Infusionsoft with 10+ user accounts, multiple customer support representatives, a billing department, a sales team and more all looking to collaborate using one system that's 100% integrated with Infusionsoft.
The PRO Plan is our most popular plan and what our customers to date have been using. This is for organizations with more than two reps in house who want to handle customer support ticketing and case management with their Infusionsoft account.
FuseDesk Lite is for customers who have one admin and a business owner who want to share access to cases and escalate up when needed. This is a great place to start for a growing company.
Find out more about the FuseDesk plans and activate your FuseDesk Application today.