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Converting Mail into Casework (SFL)
Just like creating a case from a constituent’s profile, you can create a case...
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Start a New Case
Starting a new case is quick and easy. To begin, you should use the Find Peop...
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About Casework
You can access and modify constituent casework history and correspondence wit...
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Deleting Casework Attachments
 How Do I Delete Casework Attachments? If you have uploaded a file to a cas...
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Reassigning Casework
Reassign a Case To reassign a case, go to the case you want changed and open...
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Adding and Removing People From a Case
Need to connect with someone who is not already on a case? You can add them! ...
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Case Notes & Activities
The Case Notes and History section of Casework is an extremely useful tool. Y...
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Delete a Case
To delete duplicate cases in Fireside open the case and click on the 3 dots i...