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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.
How to install CiviCase on an existing site?
To install the extension on an existing CiviCRM site: Download the latest Shoreditch extension and put it into the extension folder. Next, download the latest CiviCase extension and put it into the extension folder. Now enable both extensions.
How are case tokens used in CiviCase extension?
In the current CiviCase (and actually in the main send email/letter function) the tokens you are able to use are limited to only being about the person you are sending the email or letter to. There is now a new extension that gives you much more flexibility in these tokens to include all case tokens for anyone with a role in the case.
Which is the latest version of CiviCase extension?
We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It’s updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30. However, when I I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking “Add Activity”.
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?
Which is an example of a CiviCRM case?
Two example case types : “Housing Support” (homeless services) and “Adult Day Care Referral” (senior services) Timelines (pre-scheduled activities) for each case type Case roles, including “Housing Coordinator”, “Senior Services Coordinator”, “Benefits Specialist”