When searching for constituent records, Fireside delivers all the information you need - right at your fingertips! The Instant Search function not only searches for people, but also includes icons that give you contextual information about the constituent at a glance.
Instant Search Icon Key:
|Person Of Interest|
|Do Not Mail|
|Mail in Last Year Count, tooltip below|
|Open Mail Count|
|Open Casework Count|
|Out of District|
In the Search:
Where Do the Icons Come From?
The icons are generated from three places: User Fields, Affiliations, and automatically calculated values.
- Do Not Mail
- Person Of Interest (someone considered a threat)
- Invalid Email*
*The Invalid Email icon is automatically added by Fireside after an email comes back as a hard bounce. You can correct or clear the bad email on the CONTACT tab of a people record by updating the information.
Marking User Fields:
For Individuals: To mark any of the user fields for a constituent, go to People > Search and find the constituent. Then click on the PROFILE tab. Select “Yes” for any of the the listed Yes/No Fields and check anything with an available check box if you would like the icon. Hit Save and the icon will be added to the profile during an instant search.
For Groups: To mark a user field on multiple constituent profiles, export the Audience and then re-import it, marking each person as "Yes" in a new column named after the User Field.
- Frequent Writer
- Elected Official
For Individuals: To mark a constituent with an Affiliation icon, go to People > Search and find the constituent. Next, click on the RELATIONSHIPS tab. Under the Affiliations section, search for "Frequent Writer" and "Elected Official." Hit the + sign and click Save. Any “children” or “branches” below these Affiliations will also be marked with the icons. If those affiliations do not exist, you can create them with the exact name of "Frequent Writer" and "Elected Official".
For example, a “child” would be Elected Official > Mayor in the Affiliations tree.
For Groups: To add an Affiliation code on multiple constituent profiles, create an Audience, right-click in the empty space to the right of the Audience name and choose "Modify People Matching Criteria" and then choose the Affiliation from the tree on the next screen.
- Open Casework Count
- Mail in Last Year Count
- Date of Last Mail (appears when you hover over the other mail counts)
- Open Mail Count
- Out of District
These results are automatically calculated and show up in all Instant Search locations.
Instant Search Locations:
- People > Search
- Quick Log
- Inbox - Digital Mail People Search appears when it is not automatically matched to a people record
- Casework - Add a Contact Search
Your office may previously have identified these constituents characteristics in different ways. For example, if your office is using a "Deceased" Affiliation code instead of the designated User Field, that won’t be reflected in the Instant Search.
If that happens, please reach out to the Fireside Account Team and we will help you convert any data that may be marked elsewhere into the right type of Field/Affiliation to ensure you get the best use of the Instant Search icons!