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!
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1Mary - 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 ♦Commented Jan 28, 2016 at 20:50
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@petednz-fuzion - That looks like an answer to me, if you make it one I'll upvote it!– Jon G - Megaphone TechCommented Jan 29, 2016 at 21:30
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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.– MaryCommented Feb 8, 2016 at 21:01
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2 Answers
This screenshot shows one variation but of course everyone's use case is a bit different
answered Jan 30, 2016 at 23:44
I realized I was looking at this wrong, and that activities are the best way to accomplish what I wanted to track.