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Use your FlareSoft admin, manager, member services, national events, or read-only credentials.
Queue snapshot
Fast pulse-check for Member Services and National Events.
Recent operations work
Latest workflows touching either department.
Queues + search
Use queues for triage, or search workflows directly.
Workflow detail
Select a workflow from the left, or create a new one below.
Create workflow
Use this for matchmaking, customer recovery, post-event follow-up, and more.
People search
Search members/clients by name, email, phone, or city.
Person cockpit
Unified service and event history for one person.
Matchmaker cases
Open live cases, run suggestions, and review shared event history in one place.
Queues
Duplicate review queue
Review probable and strong duplicate pairs before they mutate into data goblins.
Merge preview
Select a pair to inspect conflicts, impact, and merge consequences.
Recent decisions
Ignored and merged pairs are stored so the queue stays sane.
Events search
Find events, then review linked ops work and participation history.
Event operations
Useful for National Events, customer recovery, and post-event debriefs.
Relationship accounts
Track venues, partners, sponsors, media, and other operational accounts.
Account detail
See linked contacts, events, workflows, and touchpoints in one place.
Create account
Start with the organization record, then add contacts and event links from the detail panel.
Documents + attachments
Store incident evidence, venue docs, intake exports, and internal reference files on the record that matters.
Upload / manage attachment
Use shared for broadly visible records, or lock files to Member Services, National Events, or managers only.
Templates
Controlled outbound email templates for Member Services, National Events, and partnerships.
Template detail + preview
Preview against a workflow, person, event, account, or contact before queueing it.
Create template
Keep outbound actions controlled and reusable instead of buried in notes.
Recent queue
Queued and recent outbound actions run through the shared outbox.
Forms library
Seed the starter set, then search and manage intake forms here.
Form detail
Overview, settings, fields, and submissions.
Create form shell
Create a blank intake form, then add sections and fields.
Rules engine
Seed defaults, create lightweight reminder rules, and toggle them on or off.
Reminders
Track overdue work, intro follow-ups, stale workflows, and event debriefs.
Runtime diagnostics
See hosted readiness, scheduling mode, and first-run rollout guidance without leaving the console.
Hosted rollout checklist
Use this before broader staff rollout or a Render push.
Production controls
Jobs, audit visibility, and team-safe controls.
Job definitions
Tune cadence and temporarily disable problematic jobs.
Recent job runs
Success/failure visibility for scheduled processing.
Entity audit
Latest mutations across workflows, forms, reminders, relationships, and communications.
Reporting filters
Slice the dashboard by date range, department, city, owner, or workflow type.