Fireside State Converting Mail into Casework

Just like creating a case from a constituent’s profile, you can create a case from a logged message (i.e., phone call, email, walk-in, etc). To begin, open the message that you would like to convert into a case.

On the page, you’ll want to click on the snowman button and select “Create a case” from the dropdown menu.

You should now see the “Start a Case” module where you can add a case description, attach any files applicable, and assign an agency, agency contact and staffer. When you are ready, click “Start a Case.”

You have successfully created a case from the constituent’s logged message and will see it appear on the next screen!