Upcoming Events

NYC CiviCRM Meeting - March 2010
March 16th, 2010
This next NYC meetup will feature a case study (TBD), group discussions and a (more...)

San Francisco CiviCRM Meetup - March 2010
March 24th, 2010
Come meet others from the Bay Area who are interested in, using or developing (more...)

Campaigning Camp in Oxford, UK
March 25th, 2010
Free (with lunch and tea break included!) CiviCRM/Drupal and Plone two-track (more...)

CiviCRM Seminar - Dublin
March 25th, 2010
MTL Software Solutions are hosting a free seminar at The IBOA, Stephen St (more...)

CiviCRM User Training - Atlanta (pre NTC)
April 7th, 2010
This full-day hands-on training session is aimed at non-profit staff and (more...)

Configuring, Customizing and Extending CiviCRM - San Francisco (before DrupalCon SF)
April 18th, 2010
This hands-on 1-day training session is targeted at administrators, integrators (more...)

CiviCRM User Training - San Francisco (before DrupalCon SF)
April 18th, 2010

This full-day hands-on training session is aimed at non-profit staff and (more...)

CiviCon San Francisco 2010
April 22nd, 2010
Join us for the first ever CiviCon in San Francisco this April! CiviCon brings (more...)

CiviCRM Components

Tools for engaging your supporters...

CiviContribute


CiviEvent


CiviMail


CiviMember


CiviReport


Case management for housing assistance, training, employment, and / or family services

Not Just a Contact Database

These optional components give you more power to connect and engage your supporters.

  • 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.

December 9, 2008 - 15:41 — Dave Greenberg

Coding has been completed for the phase 1 features of CiviCase - our new case management component, and we're deep into a quality assurance cycle as I type this. (If you haven't been following the evolution of this project, you can check out earlier posts here.)

One of the cool things about CiviCase is that it allows organizations to configure workflows for the different types of cases they handle. We're implementing these work-flows for "physicians' health" cases in collaboration with our sponsor for the project - Physician Health Program of British Columbia.

I'd also like to include sample configurations for several other case management settings when we release CiviCase as part of v2.2. For example, workflows for organizations who provide housing assistance, or family services or .... In order to accomplish this (in more than a half-***** way) - I'd like to hook up with folks who have some experience in one or more of these areas. If you work with an organization that could use a tool like CiviCase to help with their work - and is up for acting as a beta site - that would be even better.

If you have questions about whether CiviCase is a "good fit" your organization - please post them to the CiviCase forum board with as much detail as possible about your requirements. If you can help out with constructing sample configurations, please ping me at dave at civicrm dot org.

( categories: )

Comments

Nonprofit Technology Conference

Will anyone involved with CiviCase be attending the 2009 Nonprofit Technology Conference April 26-28 in San Francisco? If not, are there any other opportunities to get a hands-on look at the products functionality? Also, are you still on track for a 1/09 implmentation with PHP?

V. Soffner
St. Louis Arc
Director of Finance & Technology

NTEN Conference ...

We will have a presence in and around NTEN. We hope to have a user and developer conference around that time. We are fairly close to the v2.2 schedule as posted here: http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.2. We might slip by a week or two (at the most)

You can always get a look and play with the product on our sandbox server (http://sandbox.civicrm.org/). Once we have a final release, the demo server (http://demo.civicrm.org/) will be updated to include the new version. If you/your org are interested in using CiviCase, we'd be happy to skype with you and get more details and figure out the missing pieces etc

lobo

Following with interest

Hi Dave,

We are a small organisation providing - among other things - social and youth work services, and we are looking for just this sort of tool. I have set up civi-crm stand-alone already to see how it works and to demonstrate it - response has been enthusiastic even to the non-case version with it's very basic case feature.

I will check with other staff to see how they feel about beta-testing (I assume this would be attempting to use the module in a typical useage, and providing feedback, suggestions, reporting bugs? We couldn't do much of anything techy).

Yes - "use the module in

Yes - "use the module in typical usage". Prior to that we'd need you to think about the common "types of cases" you work with and the expected set of activities (tasks) associated with each type of case. Then we can help you create a CiviCase configuration set to handle these workflows.

awesome

awesome

civihardcase

hi dave - i will be evaluating civicase with a number of users in mind, including politicians, and refugee support organisation.
pete davis : fuzion : advocacy + strategy + communication