FuseDesk Blog Integrating Customer Support Best Practices with Infusionsoft

Re-Assign Cases When Replying or Adding a Note

Today we added a small, but important, feature to FuseDesk. Now, when you're adding a note or replying to an email in a case, you can re-assign the case to someone else at the same time.

Previously, this took 2 or 3 steps to do both, but can now be done in one step.

When would you use this?

Before transferring a case to someone else, how about you add a note to bring them up to speed?

Or, when replying back to a customer, let them know you're handing the case off to someone else.

Either way, it improves communication and takes you less time. Win and Win!