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...)
Chicago CiviCRM Meetup
February 17th, 2012
Please join other CiviCRM users, administrators, and developers in the Chicago (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...)
Philadelphia - CiviCRM Meetup for Q1 2012
March 13th, 2012
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 Meetup in Vancouver - Phase 1 Review and Phase 2 Planning
- Not Just a Contact Database
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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.
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). :-)