About Cases

Converting Mail into Casework (SFL)

Just like creating a case from a constituent’s profile, you can create a case...

Start a New Case

Starting a new case is quick and easy. To begin, you should use the Find Peop...

About Casework

You can access and modify constituent casework history and correspondence wit...

Deleting Casework Attachments

  How Do I Delete Casework Attachments? If you have uploaded a file to a cas...

Reassigning Casework

Reassign a Case To reassign a case, go to the case you want changed and open...

Adding and Removing People From a Case

Need to connect with someone who is not already on a case? You can add them! ...

Case Notes & Activities

The Case Notes and History section of Casework is an extremely useful tool. Y...

Delete a Case

To delete duplicate cases in Fireside open the case and click on the 3 dots i...