In an effort to ensure the summer interns have the best available resources to make their jobs fool-proof, we’ve devised several tips and tricks that will make for a fun and error-free summer! If you have interns that are struggling with using Fireside21, please don’t hesitate to request additional training once you’ve shared these helpful blogs with them, by emailing help@fireside21.com.
Avoiding Duplicate Profiles
It is very important that the integrity of the data within your office’s Fireside21 system remain as accurate as possible. There are several steps you can take to make sure you do not accidentally create a duplicate profile of a person in Fireside21.
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If you are talking to the constituent on the phone, be sure to politely ask for the spelling of his/her name.
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Make sure you write the name down legibly so you can put the correct spelling into Instant Search later. Pro tip: always have the Instant Search open in a separate tab in your browser to use while on the phone – avoid chicken scratch altogether!
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Every single time you need to add a person, the first step is to use the Instant Search to double check that the person is not already in your Fireside21 system!
Searching for and adding a person
To search for a person, click on the People dropdown and choose Search. This will bring you to the Instant Search page. As you begin typing, the Instant Search will automatically start bringing up results. The more information you put in, the narrower the results will get. Pro tip: Instant Search can use any combination of contact information (name, address, phone number, email, etc.) to bring your results quicker!
If your search does not bring up any results, double check the spelling. If everything is spelled correctly, it’s time to Add a Person.
For additional tutorials, please visit the Knowledge Base.