As it is well-known, you can never have too many Dave's, so we've gathered three of the four Dave's here (Dave G, Dave J, and Dave D) along with some nice and smart people not named Dave (Tim O, Yashoda), and are working towards incorporating some community feedback into CiviCase. A list of improvements we're currently working on here at the sprint includes:
* Adding case id to the activity-related form hooks. This should make it easier to do conditional processing based on case type or other criteria. This might also set the stage for a more dynamic timeline, maybe via a hook to pre-create the next scheduled activity or some rules integration.
* Custom fields at the case level while still maintaining via activities the philosophy that such a value changes because of something that happened, and recording the story behind why and who is as important as the what.
* Filtering case role assignment and activity assignment by a group, and being able to override the case resources group at the case type level.
* Making searching by an ID easier.
* Create new contact on the fly when adding a relationship.
* When you enable CiviCase, the sample configuration will "just work". Possibly also eliminating some duplication between the xml and the back-end database entries.
Some items we haven't decided how to deal with yet:
* The case dashboard is almost always going to require some type of customization for each organization. Currently it doesn't always perform well. Some suggestions included:
* * Since the sections of the case dashboard are already (mostly) available as dashlets, remove the case dashboard and let users add them as desired to the user dashboard, or add their favorite CiviReport(s) instead, which perform better and have more options.
* * Make the case dashboard more configurable,
* Roles show up as relationships on a contact's relationship tab, including all the roles where they are the case manager, and with no way to distinguish which belong to which cases, making it too unwieldy. Some suggestions:
* * Remove case relationships from the relationship tab.
* * Separate them out on that tab, and include the case id/subject to differentiate between ones that look the same.
Meet the Dave's :)