Setting up CiviPlus for Case Management
Learn how to use Case Management in CiviPlus
Case Management OverviewAn overview of how you could use CiviPlus for case management
Case Management Case TypesHow to create a "Case Type" for Case Management
Case RolesHow to manage individuals and/or organisations involved in a Case
Case StatusesHow to use statuses to describe a Case Management workflow
Case Activity TypesHow to use Activities in a Case, and how to create new Activity Types
Case Timelines and SequencesUnderstand how to use Timelines and Sequences to structure your case.
Case Instances for Case ManagementHow to create a "Case Instance" for Case Management
Case Custom FieldsHow you can use Custom Fields with your Case
Creating forms linked to casesHow to use forms with cases
Case email templatesHow to use eMails with Case Management
Using CiviRules with CasesA simple example of how you can automate Cases with CiviRules