We recently launched some pretty great enhancements to the Fireside CRM Casework and Mailroom tools. Here’s a quick overview:

Casework

Daily reminders email
Caseworkers will now receive an email from the Fireside CRM in the morning listing cases with reminders set for that day.

A new sorting option in My Cases
There is now a Modified header in My Cases that you can use to sort cases to find cases you were recently working on.

Send an email notification when you re-assign a case
When creating a new case or changing the assignment of an existing case you can now opt to send a notification to the person the case has been assigned to. When changing assignments you can include a note that will be sent with the notification.

Attach files to case emails
Email activities can have file attachments, such as PDFs, Word Documents, etc., that are sent with the email.

Mail Room

Smarter response “type” selector
Fireside CRM will not let you log an email to a person who does not have an email address. Similarly the response type can not be changed later to email. Same behavior for phone numbers. Letters however will allow you to log or change type for users without a postal address after viewing a warning. This is to support the case where a letter just needs to be printed for proof-reading purposes.

Digital mail previews
You can now view the contents of digital mail (the text and image version) right from the outbound page (response) for the correspondence.

Rep. Crawford’s new website highlights all of the most important content right on the homepage. Visitors can quickly make requests to the office, sign up for the e-newsletter, and catch up on the latest news.