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You can add people in the Roles section on manage case. Click the Add New Role button or click on the pencil icon on one of the rows to edit an existing one. You can have multiple of the same type.


I have a bunch of views set up that report on civi activities. I recall having some issues with the created date and ended up swapping to the scheduled activity date. Which I know sounds counter-intuitive but it was more accurate for me (we do a lot of creating scheduled activities and then completing them later). It also allowed me to use just one date ...

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