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We’re launching a new interface that was designed from the ground up with a focus on efficiency, clarity, and aesthetics. It’s the same Fireside that you know and love, but will allow you to work smarter, reach further, and discover more.

The new interface is more integrated so each page works the same way. Once you learn a few simple principles, you'll be able to know how any page works.

Here is a video that briefly goes over the big changes.

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This article includes each specific new improvement that is included in the new interface. You can jump to the appropriate place by clicking below if you want to skip ahead to just one part.

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Navigation

Old Navigation

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The old interface has the navigation in a black bar at the top of the screen with a mixture of text and icons. This took up precious vertical space and meant that you had less room for reading content on each page.

New Navigation

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Icon Key

Icon

Name

Description

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Dashboards

Homepage of Fireside

Launchpads based on role

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Search

Search flyout over every page to search for a person

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Add

Add information like a case, message, or import

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Scheduling

Scheduling module for the member and staff calendars

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Mailroom

Mailroom tools

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Casework

Casework tools

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Website

Website tools

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Outreach

Outreach tools

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Reports

Reports for everyone

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Get Help

Overlay with ways to contact us

Links to Help Center articles

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Settings

Log out and access global settings


Description

The new interface has unified the navigation to use icons and has been moved to the lefthand side to take advantage of wider screens and give you more vertical space to work.

There are three sections for the navigation.

Section 1

The first section is the top three icons for your homepage dashboard, search, and add that are above the line. Those three are global icons that everyone will have regardless of their permissions. The dashboard icon is equivalent to the Fireside logo which would take you to the homepage, the search is largely equivalent to the people > search page but as a flyout that will hover over any page you're already on, and the add icon is also a flyout over any open page and has special functionality covered later in this article.

Section 2

The second section is the different Fireside modules for the work that you are doing. You will only have access to the ones relevant for your role and permissions in the office. These are almost entirely the same as the text in the old navigation.

Section 3

The final section is the bottom two icons for get help and settings and are also global for everyone. The get help icon is an overlay on top of any page that shows the different ways you can get help from us. The settings icon is the same as the lifesaver buoy or gear icon that you would see in the old interface.

Fly outs

In the old interface you would have to go to the people > search page to search for a person using our instant search. If you wanted to lookup quick information about a person you'd have to do it in another tab.

People are fundamental to how Fireside is organized and so we've elevated the search to a fly out that goes over any page that you are on without having to go to a new page. From this fly out you can add a new person by clicking the blue plus button or merge people together or create a household by clicking on the action button. Just start typing any information that you have about a person like their name, phone number, address, or email to search for them.

The instant search, which was just a quick index, is now just called search. There's also an advanced search if you need to search for information based on specific fields like last name.

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Read More

Read more on search here

Log a Message

In the old interface there were two ways to log a message. You could either go to people > search > hover over the gray space next to a persons name and click log a letter, or you could use the quick log to quickly log a phone call for a person that would popup over any page that you're on.

In the new interface we have unified these together to make logging a message incredibly easy. Now you can either click directly on the 'add' icon, or you can hover over it and click 'log a message'. That pulls up a fly out that goes over any page that you are on just like the search. If you had the quick log set up to default messages to a phone calls batch, that same logging template transfers here.

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On the fly out if you have a default logging template setup you only need to record a message and search for the person to add in before clicking the blue Log as Phone Call or other message type at the top.

The

message is

message is the summary of information that you get from a constituent to record. For example for a call you would type the summary of a call as the message.

Then on the right hand side there is a sidebar for the search. That is the exact same search as earlier and you can search by name, phone number, address, or email. Once you've searched for the person hover over them and then click 'select person' to identify that the message came from that constituent.

After you have searched for someone and then identified that you don't already have a profile for them in Fireside, you can click the 'add person' link at the top to pull up a popup to create that new person.

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Pro Tip

Phone number doesn't accept special characters, so just type in the digits without special characters like ( ) - or . 

You can also choose overwrite the default options for batch, form letter, etc or choose a different logging template to choose all of the batch, form letter etc. selections at once.


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Read More

Read more on logging a message here

Start a Case

In the old interface to start a case you would need to go to people > search find the person and then click in the gray space next to a persons name and choose 'create a case', or you could use the quick log to search for a person and then make the case for them.

In the new interface we've unified these together and made the start a case page a fly out that you can access from any page in Fireside. Hover over the add icon and then click 'start a case'. From here you can choose to add in the information that you need to start a case. Now, agency and agency contact are optional for when you start a new case. On the right hand side, go ahead and search for the person who you are making the case for. If you can't find the person click 'add person' to make a new person, or if you've first found them hover over that person and click 'select profile' to start the case for that person.

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Pro Tip

If you have any files you'd like to include you can click the 'attach files' link to add those files to the case right when you create it.

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Read More

Read more on starting a case here


Profile

In the old interface a constituents profile had four different tabs of information and a sidebar.

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The new interface has unified the structure. Now there is a single feed of information in the main content area for all the different ways that your office has interacted with the constituent. You can click between different tabs to narrow down to interactions of a specific type.

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On the right hand side are three different sections for the contact information, profile summary, and affiliations. If you click the edit (blue pencil) icon next to each of them, that will pull up and additional fly out to edit that information or get more info. For the profile summary, that is where all of the fields for a person's profile are. There's a tab that shows all of the fields that have a value, and then another tab for all fields even if they're empty. When you've made any change, just click save at the top to save the changes.

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Manipulating content

Buttons

Icon Key

Icon

Name

Description

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Plus button

Add something new

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Action button

Take an action

The old interface used many different button names like 'actions', 'more', 'back' 'new [form letter/case/admin etc]' but many names were inconsistent or didn't make sense.

The new interface unifies the buttons you use to make new content or take actions. To add something new, click the blue plus button on the top right hand corner of a page. To take an action to manipulate content, click the action button, that looks like a snowman's buttons.

List items

Many pages in Fireside have items in a list. On those pages you can hover over each individual item in the list and then click on an individual action button. That will manipulate just that one row in the list instead of content in bulk.

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Dashboards

General Dashboard

The fireside homepage used to be the same for everyone and included an overview for the entire office. Now, based on your role in the office and staffer title you will see a different dashboard right when you log in. This dashboard is relevant for just the work that you will be doing and is a launchpad for everything you might need. If there is not a specific dashboard yet for your role (more coming soon) you'll see the general dashboard. You can get to any of them by hovering over dashboards and then selecting the appropriate one.

Communications dashboard

Staffers with their title listed as communications director will see the communications dashboard right when they log in. This dashboard shows many of the outreach information from your Fireside website or newsletters.

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Read More

Read more about the Communications Dashboard here


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Casework

Casework has received many improvements with the new interface. More are still coming, but this is a new foundation to build from for greater casework tools.

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Read More

Read more about casework here

Watch a training video for casework

Case tags

This is a new concept in Fireside but you can now tag cases to group them together and filter by those tags. For example if you wanted to tag any cases that dealt with money you can make a tag for 'money'. Tags show up on the casework aging report so you can track tagged cases over time, and also as a new filter on the 'my cases' page. They'll show up in green within a case at the top or on the 'my cases' page.

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Case statuses

The old interface only had 5 casework statuses. With the new interface we've expanded that list for you to use and filter by. Once everyone in your office has fully switched over to the new interface, we can turn on these additional casework statuses for your office. They will only work if no one in either the DC or District offices is using the old interface.

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The new statuses and our recommended use cases for them are below:

Status

Use case

New

When a case is first started before anyone has started doing any work on it

Pending

Long term cases that are on the back burner and won't be touched for months or years

Waiting for Privacy Release

When you've sent a privacy release form to a constituent but haven't yet heard back

Waiting for Agency

Waiting on a response from someone at an agency

Waiting for Constituent

Waiting on information from the constituent

Close

Close the case with no status

Close - No Response

Close the case because you never heard back from the constituent to continue work

Close - Favorable

Close the case and you had a favorable outcome

Close - Unfavorable

Close the case and you had an unfavorable outcome

When it comes to filtering by these new statuses, anything that isn't closed counts as an open case.

Individual Case

The old interface had many confusing buttons at the top of the case, and a sidebar that could get really long with lots of information. The new interface unifies how information is presented and managed.

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The case page has a lot of content that we'll talk about by section.

Top left of the case

The top of the case has the case number and the name of the constituent. Underneath the constituents name is an area to add tags to a case. You can just start typing the name of the tag and it will get added.

Sidebar

The sidebar is now broken up into 4 different tabs with different kinds of information.

Overview tab

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Shows the agency and case description

People tab

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This shows the people that are on the case. You can click the plus button on that tab to add a new person to the case

Files tab

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This shows any files that have been uploaded to the case and allows you to add new ones.

Draft Messages tab

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Any messages that have not yet been sent out will show up in the draft messages tab for you to come back to. The number of draft messages will show up as a yellow indicator at the top of the tab.


Main section

The area in the center and on the left of the case allows you to add an internal note. Click save to add that in to the notes on the case. To add an email or a letter click the 'add email' or 'add letter' button.

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Bottom Left Section

After you have saved a note or sent an email or letter, that will show up in the 'Notes and Correspondence' section at the bottom left. You can click over to the 'All History' tab to see the full history of every single thing that happened on the case.

From here you can also click 'set a reminder' to add in a reminder for the case.

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Top Right section

The top right hand corner of the case has an actions button that will let you reassign the case and it also will let you update the status of the case.

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Adding Contacts to agencies

In the old interface to designate someone an agency contact, you had to search or add a new person, go to the profile tab of their people record, and then scroll down to multi-select fields and then for the first multi-select field for 'agency' you could choose from that dropdown list and hit save.

The new interface greatly simplifies this process. Now go directly to the casework > agencies page, find the agency that you'd like to add a new contact for, and then click the blue 'add contact' button. That pulls up a special fly out that is similar to the search. From this page you can search for a person but when you find them or create them there is an add button to add them as an agency contact for that agency.

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My Cases Page

The my cases page now displays more information. There is a new filter for case tag and the status filter includes all of the new case statuses.

In the list of cases now we show the case status, description, and case tags.

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Read More

Read More about the My Cases page here

Inbox

Layout

The inbox is largely the same with a few visual tweaks. Instead of the sources for mail showing up as icons on the left hand side, those are now tabs at the top of the left hand sidebar. You can still hit ctrl + click on any of those three tabs to select multiple sources.

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Icons

The old interface had a mixture of text and icons and the new interface unifies the design with icons. 

Icon Key

Icon

Name

Description

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Comment

This denotes that the constituent did not request a response

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Data Conflict

Something is off - either digital mail isn't set up, there's a conflict in the data that you have on file vs you received, or a person didn't match for digital mail

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Tags

This is how you can tag issues and affiliation codes to mail and people respectively

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Profile

This pulls up a small sidebar with a mini version of a persons profile for more contextual information about them

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Comparisons

This tool lets you compare the open message with the message immediately to the left in the horizontal bar at the top. Useful for finding unique campaign messages

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Settings

This gives you a link to go to the main automations page

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Download

For digital mail, you can download the scan of the mail as a PDF

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Scan

This is a toggle to view the image of a scan for digital mail

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Text

This is a toggle to view the digital text that a machine has generated for digital mail


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Read More

Watch a video overview of the inbox here

Intro Video

You can watch an 5 minute video on the new UI as well that goes over the basics of Fireside with the new interface.

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