I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more traditional case management. I have been reading a lot of different threads but I feel like I am missing a piece of the puzzle, and cannot seem to find a guide specific to these areas for setup. And image should help, unless you know where a guide specific to this can be found. Thanks!

  • 1
    Mary - it might be more helpful if you can spell out the steps you want in the workflow/process. This screenshot may help but we find everyone's use case is a bit different i.imgur.com/Iq3xT99.png
    – petednz - fuzion
    Jan 28, 2016 at 20:50
  • @petednz-fuzion - That looks like an answer to me, if you make it one I'll upvote it! Jan 29, 2016 at 21:30
  • I apologize, I have been swamped lately. What I would like to figure out is how to properly setup civicase to track donor contacts for past, present, and future. For example, I help lead a tour today for a potential sponsor and want to add this note. I also want to set a reminder for a follow up e-mail and phone call.
    – Mary
    Feb 8, 2016 at 21:01

2 Answers 2


This screenshot shows one variation but of course everyone's use case is a bit different


I realized I was looking at this wrong, and that activities are the best way to accomplish what I wanted to track.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.