Author Topic: Case Administration by email (Read 888 times)

effex100 · April 12, 2012, 11:24:11 am

I have a client interested in CiviCase on Joomla. It seems to do everything they want with the exception of one thing.

They plan to have a handful of supervisors over multiple case managers. Each supervisor may be overseeing dozens to hundreds of cases and they need an easy way to see the status of all those cases. More importantly, they need to see when certian scheduled activities are past due or close to due. If possible they would like alerts of past due activities sent via email to the supervisors.

I thought the first part could be handled by adding a case role for supervisors. That way it would show up on their dashboard. This is OK but the client seemed unimpressed by the dashboard's ability to show critical past due activities in an obvious way.

Secondly, the email alerts just don't seem possible without customization. Am I correct on this?

I'm familiar with CiviCRM but this is my first foray into CiviCase. Thanks for the help.

- Ray

demeritcowboy · April 13, 2012, 10:29:49 am

Yes email alerts would need to be done with a cron job and/or maybe some type of rules/actions module.

For the display of overdue activities it might work to do something like set up an instance of the activity report where you filter on status scheduled, activity type to be one of the case activity types, and then the date to something like "current year to date", then add that instance to the navigation menu.

phillipclarke29 · July 12, 2013, 05:11:05 am

Has anybody actually done this with drupal and would like to share how they managed it?

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Author Topic: Case Administration by email (Read 888 times)

effex100

Case Administration by email

demeritcowboy

Re: Case Administration by email

phillipclarke29

Re: Case Administration by email