Upcoming Events
San Francisco CiviCRM Meetup - February 8th, 2012
February 8th, 2012
Come meet others from the Bay Area who are interested in, using or developing (more...)
UK usergroup - London meetup
February 8th, 2012
Come and meet others from the UK that are using CiviCRM or are interested in (more...)
London user and administrator training
February 23rd, 2012
A comprehensive two day hands on training course covering the configuration, (more...)
CiviCRM London sprint Feb 2012
February 27th, 2012
Following the CiviCRM training here in London, we will have a CiviCRM code (more...)
UK South West - CiviCRM Meetup
March 20th, 2012
Come meet others from the Area who are interested in, using or developing for (more...)
[Bristol, UK] user and administrator training
March 21st, 2012
A comprehensive hands on training course covering the configuration, (more...)
San Francisco user and administrator training
March 29th, 2012
A comprehensive two day hands on training course covering the configuration, (more...)
CiviCRM Usability, Test and Code Sprint - San Francisco (March 2012)
March 29th, 2012
This usability, code and test sprint is targeted at CiviCRM users and (more...)
CiviCon 2012 San Francisco Bay Area - April 2nd 2012
April 2nd, 2012
CiviCon is THE annual event bringing together the people who use, develop, (more...)
CiviCRM Documentation, Test and Code Sprint - after CiviCon San Francisco (April 2012)
April 4th, 2012
This sprint is targeted at CiviCRM users and developers who want to work on (more...)
CiviCase
- Not Just a Contact Database
-
These optional components give you more power to connect and engage your supporters.

civiCASE
Case management for clients and constituents.

civiCONTRIBUTE
Online fundraising and donor management.

civiEVENT
Online event registration and participant tracking.

civiMEMBER
Online signup and membership management.

civiMAIL
Personalized email blasts and newsletters.

civiREPORT
Report generation and template management.

CiviCase is the Case Management component of CiviCRM. It provides a way to track and manage a sequence of interactions between people in your organisation and contacts. In addition to tracking and managing your organisation's interactions with clients or constituents, CiviCase can also manage internal organisational interactions.
CiviCase was originally developed for use in human services case management settings. However it has subsequently been adopted by a wide variety of organizations including:
- Managing legislator-constituent interactions
- Helping clients with emotional health or substance abuse problems
- Tracking application process for educational programs
CiviCase tracks interactions in two ways: as cases and as activities.
Activities are single interactions. For example, if a constituent calls to request information and the staff person directs them to a website, it would be recorded as an activity, with a brief description of how the staff person followed-up.
Cases are used to track more complex interactions or communication processes. Multiple activities can be grouped together into one case, and these activities can be optionally structured in a timeline. A case can be used to track a specific workflow that must be followed, for example: a client fills out an intake form, then has an initial meeting with a staff person, and finally receives a certificate from the organisation for meeting certain goals.
Check out the Case Management section in "Understanding CiviCRM" for more details. You can test-drive CiviCase using the online demo (navigate to Others > Cases after logging in).






