We recently launched a couple of enhancements to our Fireside CRM based on our client’s feedback. Keep the good ideas coming!

Attach Files to MailRoom Emails
Outbound correspondence emails now support attaching files such as CRS Reports and PDF forms. Once an email has been sent the list of attachments can not be modified. At this point, this is only supported within individual pieces of mail and not form letters nor batch mass updates.

More Mail History
Previously, mail history only included entries for staff assignment and status changes. It now also includes entries for the following:

  • Mail being added or removed from a batch
  • Form letter being customized/uncustomized
  • Customized letters being edited
  • Form changed from one to another
  • Letter printed/Email sent

Network Printing From Casework *
Selecting print from a Casework letter now gives you the option to print to network printers or to download the document for local printing. The dialog explains how to have a network printer setup for your office.

* This functionality may need to be enabled for you by Fireside21.