Case Management
Learn how to setup and manage casework through CiviPlus
By CiviPlus1 author14 articles
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