CiviCase

Advocating for the Public

Published
2013-12-20 12:49
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Approximately two years ago, the New York City Public Advocate (NYCPA) began the process of implementing CiviCRM as their constituent case tracking solution. Working with New York City-based Rayogram, Albany-based Lighthouse Consulting & Design, and influenced in part by the New York Senate’s implementation, the office undertook the process of migrating data from a legacy system and configuring the required functionality in CiviCRM.
 
The result is the basis for all communication tracking with constituents -- the people of New York City.
 
Providing flexible, efficient, yet powerful tools for managing interaction with organization constituents is at the heart of the CiviCRM application. This intent is visibly realized in the work of the Public Advocate’s office.
 

Customizing CiviCase Workflows

Published
2013-12-01 14:50
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CiviCase is generally described as "a container for activities". As a container, it's well-suited to two scenarios:

Working towards developing a CiviCRM community in Mexico

Published
2013-08-15 13:31
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We learned that there was a need to develop a CiviCRM local community in Mexico, based on enlarging the demand (Civil Society Organizations that valued the system could pay for and use CiviCRM), the offer (IT providers and web-designers that could offer their knowledge, skills and services to these organizations at reasonable prices) and the links to the international CiviCRM community (understanding the steps towards expanding the outreach of the software and make its installation and usage more friendly in IT-scare contexts).

Make It Happen for CiviCase Configuration UI

Published
2013-03-20 07:25
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We want to propose a Make It Happen for a CiviCase configuration UI (see forum post http://forum.civicrm.org/index.php/topic,25791.15.html).

The current road to setting up a new Case Type involves creating an XML file, setting up Activity Types and Relationship Types, and making sure they are all spelled correctly and consistently throughout the process. Although it works fine it is quite cumbersome. It would be nicer to have a User Interface to deal with it.

ERD for CiviCase version 3.3

Published
2012-11-20 00:50
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Just created a quick ERD for CiviCase, and shared it on this page http://wiki.civicrm.org/confluence/display/CRMDOC42/CiviCRM+ERD+3.3.

It is version 3.3, so not the latest and greatest. But I am sure I will have to check the same ERD for version 4 at a near point in the future and update the ERD too. And I do not think there are major differences in the data model......

I have also attached the ERD to this blog post.

Quicksearch by id

Published
2011-09-02 11:34
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One of the items we didn't get to at the code sprint was a quicksearch by id that bypasses search results pages and takes you directly to the page in question, e.g. a case id or a contribution/invoice id.