12

Yes, you can expand this range in Administer > Customize Data and Screens > Date Preferences. Change the start Offset of activityDateTime class to 30.


9

A timeline defines a default schedule. The default schedule may intentionally stretch over a long period of time (weeks or months). Activities can potentially be concurrent or reordered. For example, as soon as the case is opened, you schedule four activities: We should acknowledge the new case within a day. We should have a phone call with the client ...


8

See this question: Number of contacts vs. hosting space required Here is a thorough answer to that question: https://civicrm.stackexchange.com/a/3289/105. The short version: there is no formal limit to how many contacts CiviCRM can store. It really comes down to the amount and type of hardware you have supporting the software. For a record count of 5-10 ...


8

Might be easiest to update the database is_default field. Works for me on a 4.6 site: update civicrm_option_value set is_default=0 where option_group_id=26 and name='Scheduled'; update civicrm_option_value set is_default=1 where option_group_id=26 and name='Completed'; You may need to change the 26 but it's a stock option group. To confirm first can do: ...


6

Drupal Webform-Integration offers a robust solution for this. Unfortunately there is no equivalent for Joomla.


5

In CiviCRM versions 4.5 and above, you can add case roles by navigating to Administer -> CiviCase -> Case Types and clicking "Add Role" Note that roles and relationships are not precisely the same. A case client can have any relationships, but within the case, only the roles you have defined will be available.


5

Civi Case Types cannot be deleted while there are Cases of that Type. Cases can be changed to a different Case Type which can then permit you to delete a Case Type with no Cases. But if you just want the Civi Cases gone then note that Civi Cases themselves, when 'deleted', remain in the system for audit purposes. To delete a Civi Case entirely it is ...


5

There's a difference between how many records a database can hold and how many users need to access the system simultaneously on a regular basis. For the latter it's a much harder question because it depends not just on hardware but usage patterns and where the users are located (network latency), and I mention that specifically because you mention Captive ...


5

It's opensource, whatever you want today you can change... provided you implement the change you want. As for future versions... well, the future isn't written, so if you are willing to code or fund the changes you want, the answer is "yes", to whatever you make happen.


5

I've posted a preliminary fix in JIRA. Joseph


5

It's weird to see a case without a client. Maybe, it was created correctly and somehow civicrm_case_contact table row was deleted for this contact_id? If you wish to delete this case from your site, you can make use of the API explorer - http://site-name/civicrm/api#explorer OR can be navigated through Support -> Developer -> API Explorer Use Case ...


5

This is due to the change made in this PR - https://github.com/civicrm/civicrm-core/pull/11998. I raised this on Mattermost some time ago. See https://chat.civicrm.org/civicrm/pl/d58c9nuowbfemeneizbe57cxqy. It says - Seems default assignee is a required field on Case Type Form(as per this change). Was this intentional? I was unable to save https://...


5

The short answer is no. But it's a good point. I think this is mostly just left over from the original implementation when setting up civicase was difficult, and it was hard to know what it would look like without an example. There didn't used to be a UI - just hand-coded xml files. You might have to delete some of a case type's definition parts first ...


4

I setup three contacts, all with just first and last name for simplicity sake. Here is a screen shot of the case setup for Webform-CiviCRM 7x.4.10. I haven't setup an activity to also be created when the form is submitted. When the form is submitted, it creates the client, source contact and case coordinator. Then creates the case with the client as ...


4

Great question, and you're not missing anything: that feature just doesn't happen to exist at the moment. It would be both useful and consistent with other activities. With CiviCRM (and many other mature open-source projects), there often isn't a grand product plan, or if there is, many features come from people solving specific problems they or their ...


4

So last time I looked Civi for Drupal ships with a calendar of activities if you install the views calendar modules (and dependencies). I think its called my activities or something similar. You should be able to tweak this to just show the activities of type for the case in question. Just to let you know we original developed the Civi Contact Calendar ...


4

You can setup CiviCase to enable multiple clients per case, by editing your xml/configuration/Settings.xml file. Set <AllowMultipleCaseClients>1</AllowMultipleCaseClients>


4

Sans-webforms, the simplest solution might be to create a CiviCRM profile form, and then write a small amount of custom code in a hook which uses the api to open a new case.


4

Actually you'll need to start with a CiviCRM Relationships View. If you start with a view of CiviCRM Cases, you may get bad data if they have multiple open case types with different case managers. So create a new view of CiviCRM Relationships, then in the advanced section add the Case ID relationship, then add the Contact A (the client) relationship and ...


4

Generally, civicrm_case_type.definition If the definition is NULL, then it will fallback and search for an XML file. The loading logic is in CRM_Case_XMLRepository.


4

It's a bug. On line 1804 of CRM/Case/BAO/Case.php there is the following test ... if (isset($dao->caseId) || $dao->rel_contact_id != $contactId) { Observing how the function is called, the Case Id will always be set, so the condition is always true and the else part is never executed. Changing the condition to ... if ($dao->rel_contact_id !...


4

You can use the buildForm hook on an activity to check if the activity belongs to a case (in which case case_id will not be empty I think) and then set the default status to Completed. There is an example here, although it sets different statuses for different types it basically does the same thing. Copy and change I would say :-): https://github.com/PUMNL/...


4

I found the answer here in an old forum posting Civicase creates a group called 'Case Resources' into which it drops any contact you add (as described above). So to remove these from all cases you just edit this group. Phew! Wasted an hour or so, but now a little wiser!


4

The case custom fields are formatted as a series of one row tables. You could add some jQuery to move them around. For example: CRM.$(function($) { $('#Outcomes table:nth-of-type(3n+1)').each(function (index) { // Combine 3 rows into 1 for (var i = 0; i <= 1; i++) { $(this).find('td:last').after($(this).next().find('td')); $(...


4

We have found that this is a bug. If you're a developer the function which isn't working properly is in: - CRM/Case/XMLProcessor/Process.php Line 199 was checking whether $relationshipTypeXML->manager was set, as opposed to whether $relationshipTypeXML->manager == 1


4

CiviVolunteer is not fully tested for 5.x version and might have compatibility issue like you are facing. This issue has been fixed and is probably waiting in PR queue for it to get merged in next release. You can either download the patch from here or wait for next release. HTH Pradeep


4

I think its an issue with Webform module itself where it doesn't show relationship if you have relationship type label and name different. Developer from Circle-Interactive submitted a fix for this today. Can try applying patch if it displays the relationship type on case tab of the webform? Thanks Pradeep


3

I'm pretty sure Views and Calendar alone could do what you need. You can link the activity subject to the activity page on the Calendar views. Here's how you can do this: Go to your views, you should already have added the "CiviCRM Activities: Subject" field. Under Fields, add "CiviCRM Activities: Activity ID (Activity ID) and "Exclude from display." ...


3

You're right this is a bug. I've filed issue CRM-16596 with a PR to fix it in the next release (4.6.4).


3

Go to Administer > CiviCase > Case Types and add "Print PDF Letter" as an allowed activity to your case type. You will then be able to create a PDF directly from the "Manage Case" screen.


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