Author Topic: Activity Summary - Follow-Up Email (Read 1243 times)

rcancill · January 21, 2011, 03:23:59 pm

We have recently started using CiviCASE and get these great "Activity Summary - Follow-up Email messages.

I get three links in the message: Manage Case, Edit this Activity, and View this Activity.
These are all great functions and take me to the case or the activity.

Once I am in the activity however there does not seem to be away to get to the contact that the case is associated with. Am I missing something really stupid here or does it actually not exist?

Its nice to go to the activity and the case, but I also want to see the entire CRM record for in my case an Organization associated with the Case.

demeritcowboy · January 21, 2011, 07:52:02 pm

From the manage case screen if you expand Roles then the client is a role - can click there to get to contact record.
I think there is also a hover popup if you hover over the client icon at the top of manage case, which gives an overview.

rcancill · January 22, 2011, 02:42:30 pm

Thanks, going into the roles did the trick. I didn't see a pop-up anywhere else however, but roles worked. I guess its just a matter of understanding terminology.

Thanks.

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Author Topic: Activity Summary - Follow-Up Email (Read 1243 times)

rcancill

Activity Summary - Follow-Up Email

demeritcowboy

Re: Activity Summary - Follow-Up Email

rcancill

Re: Activity Summary - Follow-Up Email