How to create a case type in CiviCRM?
One: Go to Administer > CiviCase > Case Types, and we’ll designate your first type of workflow there. There are two sample cases entered here by default. You can choose to edit one of these to make it your own, or you can click the New Case Type button and start from scratch.
How to enable the CiviCase component in CiviCRM?
The CiviCase component is included in CiviCRM downloads, but it is NOT enabled by default. To enable the component: Go to Administer CiviCRM » System Settings » Enable Components Select CiviCase in the left-hand box and click Enable. This should move it to the right side.
Is there a problem with CiviCRM 5.27.0?
After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the “Details” box in CiviCase activities cutoff the text. Is anyone else seeing this issue? WordPress role permissions to access (administer) their cases?
How to sort the activity table in CiviCRM?
I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking “Add Activity”. It should be sorted according to a determined order (based on frequency of use)…. In the CiviCRM Case View, I want to add another column to the Activities table.
What do you need to know about CiviCRM?
CiviCRM allows organizations to create, manage, and track simple or sophisticated case management workflows. Easily manage single interactions, such as recording the results of a phone conversation with a constituent. Track a complex sequence of interactions or communications.
What does case management CiviCRM do for an organization?
Case Management CiviCRM allows organizations to create, manage, and track simple or sophisticated case management workflows. Easily manage single interactions, such as recording the results of a phone conversation with a constituent. Track a complex sequence of interactions or communications.
How is CiviCRM integrated with bulk email and email?
Because CiviCRM is integrated with bulk email, online contributions, event registrations, membership management, and more, transactions are automatically recorded on each contact record and are available for reporting and action.