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) This full-day hands-on training session is aimed at non-profit staff and (more...)
April 18th, 2010
CiviCon San Francisco 2010
April 22nd, 2010
Join us for the first ever CiviCon in San Francisco this April! CiviCon brings (more...)
CiviCase Meetup in Vancouver - Phase 1 Review and Phase 2 Planning
- Not Just a Contact Database
-
These optional components give you more power to connect and engage your supporters.

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.
Several members of our core team just got back from a 3 day CiviCase meetup in beautiful Vancouver, Canada - hosted by Physician Health Program - BC (PHP-BC). Our main goals were:
- Get face-to-face feedback from PHP staff who are using CiviCase about what's working and what needs improvement in the existing implementation.
- Do some code sprints to get some quick wins for implementation within the current release cycle (2.2.3)
- Review the list of candidate features for Phase 2 in order to get a better understanding of the requirements, and discuss a range of implementation "solutions".
- Prioritize the Phase 2 list and come up with a scope of work and specifications for the 2.3 release.
The PHP-BC staff did a fantastic job of welcoming us, arranging logistics for housing and meeting space, and keeping us well fed (they hosted several incredible lunches and dinners)! We built an agenda that allowed us to get in-depth feedback on the current version, and then follow-up with time to code and share improvements and/or design ideas.
A key take-away for Lobo and myself was the importance of meeting with users to evaluating a major project AFTER they've had some time to work with it. The 6 week gap between when PHP-BC deployed CiviCase and this meetup worked well ... enough time to get a feel for how it's working, but not making users live with major pain points for too long.
Kurund and Lobo also managed to code up a really cool general feature which will be part of 2.2.3 and is already available to try out on the public demo - a full-text search box. PHP-BC needed a way to find Activities and Cases with a particular word or phrase in the subject, description or any searchable text fields. The team expanded on this a bit - adding the ability to search text fields in most of the other record types (including Notes, Contributions, Participants and Memberships). This is definitely a phase 1 (relatively simplistic) implementation for this type of searching. It doesn't include indexing or advanced search expressions - and may not scale well especially for larger databases which are not hosted on high-performance servers. However, I think it is potentially VERY useful. Try it out on the demo and tell us what you think!
If you want to drill down deeper on CiviCase developments - you can see a rough list of the Quick Fixes (2.2.3/4) and the Next Release Features here. I'll post a second blog shortly with the highlights for 2.3 - and we'll be flushing out specs for the larger pieces over the coming weeks - but you can get a sense of what's coming from this list.







Comments
any chance to be able the full text search for contacts too ?
The backend for the autocomplete is not that good and %like% slow ;)
Ideally, the name+nick should be full text searchable too
X+
This implementation does
This implementation does search contacts on display name and email (and I just added a quick change to include nick name too). :-)