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Author Topic: Activity sub categories  (Read 924 times)

roland

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Activity sub categories
October 29, 2009, 09:27:22 pm
We have a client that has possibly 100 or so activities (mainly meetings). What they would like is to have sub-categories of activities. For example. The activity "meeting" could be Initial consultation, Fact Finding and heaps of others. What they want to do is be able to report on the types of meetings with the constituents.

If we just add additional activity types, the drop down list would be enormous and hard to use.

I was just wondering if anyone else out there has had a similar issue and how this was tackled.

Sincerely,
Roly.

Donald Lobo

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Re: Activity sub categories
October 30, 2009, 07:53:40 am

hey roland

long time :)

can you use custom fields for this and use a category / sub-category within the custom fields? (u will need to use javascript in the tpl to maintain a nice hierarchy)

lobo
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Dave Greenberg

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Re: Activity sub categories
October 30, 2009, 10:32:31 am
This use case sounds a bit like it might fit the CiviCase component where you can create case types that have a sequence / timeline of activities (Case is basically a container for a series of interactions with a "client"). Each case type defines the activity types that are available - so provides a "filtering" of activity types by case type.
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roland

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Re: Activity sub categories
November 02, 2009, 04:44:30 am
Thanks David, Donald. It has been a long time. We've been a little held back with our CRM because of the datafeeds that were meant to be in place a good year ago. We finally have these in place and now we're looking at way to improve the UI for the users.

I am not too sure if you recall but the datafeed contains records of all members that are managed by a 3rd party administration service. They have their own call centre application and these are passed on a nightly basis.

We haven't looked at Civicase  but it appears this might be the way to go. We currently get 'activities' within the datafeed and we are placing these within the standard fields within civi.

We'll do a little kicking around of the tyres in civicase to see if that will work for us. Thanks for getting back to me so quickly. Greatly appreciated.

BTW, don't forget that the offer to use our facilities again to run another civicrm course in Melbourne still stands. Just let us know.

Sincerely,
Roland.
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