Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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7 votes
2 answers
94 views

Automatic filing of pdf letter activity within civicase

I am experimenting with "create printable letter" from within a civicase case as a mechanism for writing a letter to that particular client. However the resulting letter does not get automatically ...
2 votes
1 answer
41 views

How to add validation to the 'Add Case Role' option in Case Summary View?

I have a customer where it is vital that there is only one Case Role on a case. In the CaseView form it is possible to add a case role, and I want to add some validation to this. in core actual ...
5 votes
1 answer
172 views

Why doesn't the activity "send email" have a 'schedule follow up activity' option

I am using send email in civicase to send an email to a case resource (in this case a local council). At the time of sending the email I want to be able to schedule a reminder to check that I have ...
0 votes
1 answer
50 views

Is it possible to make Case Resources a smart group?

I discovered via http://forum.civicrm.org/index.php/topic,35204 that the Case Resources available in CiviCase pull from the Case Resources group. Is there any way to make it use a Smart Group? If ...
2 votes
2 answers
59 views

CiviCRM 4.6.2 extra components in menu

I just installed drupal 7 and then civiCRM on Linux Mint 17.1 in a VirtualBox Install went smoothly. I am only using CiviCASE and CiviReports moduals. Unfortunately, there are still menu items for ...
2 votes
1 answer
37 views

Can I have more than 4 Vacancies appear on the Dashboard in CiviHR?

Using CiviHR, can I set the Vacancy Dashboard to show more than 4 Open Vacancies?
4 votes
3 answers
73 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
4 votes
2 answers
373 views

How do I create a Webform that will open a case and assign case role

I'm trying to set up a webform to open a case and assign a case role. 3 contacts: Source, Client, Case Coordinator The open case part works great, but if I add the Case Coordinator relationship, ...
3 votes
2 answers
134 views

Limit the list of contacts to search when assigning a case role

When I assign a case role to someone it seems like CiviCRM allows/requires me to search through the whole contact database. As there might be many matches for a search string it takes extra time to ...
1 vote
1 answer
49 views

Is it possible to prevent a certain role from changing the activity status in a case activity?

The use case is that every user should see their cases and their activities, but only certain users (based on their Drupal roles and permissions) should be able to change the status of some activities....
1 vote
1 answer
56 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...

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