With the quick log you can log all types of interaction with constituents who contact your office. You can start a case and log mail like phone calls, walk-ins, faxes, emails, and letters.
The Quick Log is located on the upper-right corner of Fireside, right next to the gear or lifesaver icon. This ensures you can access Quick Log from any page in Fireside with one click - so you're ready to log on any page!
Logging mail
If you have the person’s contact info you’re logging mail for you can go ahead and click search, alternatively you can click the ‘log a message’ link to start taking down the message and then find the person after.
The Quick Log can be set with a default logging template that will be used anytime you’re logging mail. This can be most helpful for phone calls. You can also override that with specific options for batch, issues, form letter, and staffer assignment.
Starting a case
**Note - this will take you out of the Quick Log to the start a case page and navigate away from where you were before so be sure to save any work before following these steps.
First search for the person you want to start a case for by typing in their name, address, email, or phone number. Click the start a case button to go to the start a case page.
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