Dashboard - This is where you will find information containing general office statistics for Mailroom and Casework activity, as well as statistics from recent newsletters or communications that have been published.
People Search - This is the search function within Fireside that will allow you to search for a constituent by First Name, Last Name, mailing address, email address, or phone number. You can also merge duplicate profiles or household profiles found using the search.
Add Menu - This menu option will allow you to Log a Message (i.e., phone call or letter), Start a Case, Import People into Fireside in bulk, Add an Individual Person, or Make a Note.
Mailroom - This section that will allow you to “Search” open and closed outbound mail correspondence, view your assigned mail items under “My Mail,” create form letters, view any batches containing mail, create logging templates to process mail as it comes into the inbox, and also view any active or past print jobs (from that day) within the “Print Queue.”
Casework - This section allows you to view any cases that are assigned to each staffer, set casework reminders, view any form letters specific to casework messaging, assign an agency contact to a case, and create casework templates if needed.
Web - This section allows you to create and publish surveys, news items, edit individual pages or sections of the website, add files and photos, and configure certain webforms for use on the site.
Outreach - This section allows you to create audiences based on set criteria, send newsletter messages or bulk mailings, view sent newsletter statistics, and find login info telephone town halls.
Reports - This section will allow you to track and view information regarding casework and mailroom activity, monitor phone calls and walk-ins, view and merge duplicate profiles, and obtain specific advanced reports for each area of casework, people, or mail.
Get Help - This is where you can find useful tutorials for specific sections of Fireside, view our contact information, or start a live chat.
Settings - Every user in Fireside will have access to My Settings. Users can edit various Casework settings here (Associate replies with a case, add as default CC to emails sent from casework, default casework email template). Users can also edit their email signature. Users can also elect to be notified of new assignments, file uploads for cases, or internal notes for cases.
Only Account Owners in the office will have access to System Settings. Account Owners will be able to create and edit Fireside users, edit Fields & Tags, access various website settings (Contact Form, Automations, Prefixes, Social Media Integration) as well as Mailroom (email & form letter templates and merge fields).
For more information about becoming an Account Owner please feel free to review the article here.
Snowman Button - Throughout the system, you will notice this button which serves as an “action” button offering you a variety of options for actions you can take on a given page.
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