Reassign a Case
To reassign a case, go to the case you want changed and open it. Once there, select the "More" button at the top, and choose "Reassign."
A screen will pop up, providing a list of staffers to whom you can reassign the case. Select someone from the dropdown menu.
After selecting a staff member, you will also have the opportunity to notify the staffer you are reassigning a case and provide a message explaining the case, as well as why you're reassigning.
Once you're satisfied with your selections, click "Re-assign." You will see a green confirmation bar at the top of the page, indicating the case has been successfully reassigned.
When staff members leave your office, Account Owners should make those administrators inactive. But what if they still have cases assigned to them? Fireside CRM makes it super easy to identify inactive staff members on the My Cases page.
First, go over to the Filter Your Cases on the right, and click the "Assigned Staffer" dropdown menu.
Everyone in your office who has casework assigned will appear in that list. Any administrator who has had their account deactivated will be identified with the word inactive in parentheses. If you want to see the inactive staff member's cases, just select the name, and you will see the cases on the left populate.