Fireside State About Cases

Fireside State Converting Mail into Casework

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

Fireside State Start a New Case

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

Fireside State About Casework

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

Fireside State Deleting Casework Attachments

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

Fireside State Reassigning Casework

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

Fireside State Adding and Removing People

Need to connect with someone who is not already on a case? Add them! People o...

Fireside State Case Notes & Activities

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

Fireside State Delete a Case

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