CiviCRM Community Forums (archive)

I'm running CiviCRM on Wordpress. The purpose is to coordinate a volunteer list and manage cases for a constituency. How do I achieve these?

Issue reminders to all staff if actions are not taken in a specified time, or if there is no one assigned. Show them on the dashboard sorted by urgency.

Show the name of the staff who logged the case.

Use Phone number instead of email by default in the Create Contact field for new cases. Found it thanks to demeritcowboy.

Attach files for Activities like the one in Create Case.

A simplified view of case management without going through Wordpress admin.

Adaptations for browser upload limitations on mobile. Something like: "Click on this link to compose a new email with an auto-generated unique ID (case/activity) in the email subject line. Add the photo as an attachment and compose the write-up in the body." This way, it would work for most smartphones including Blackberry 6/7, WP, iOS, Android.


At a stretch, I could write these functions myself using the API. I'm a fairly proficient programmer.

ETA: I figured some of these out after lots of fiddling.

Funder has changed priorities, so we did not start the development on the mobile interface. It is still on the list though, so I am hoping we will get to it in 2014. You could ofcourse make use of the CiviCRM API to add/change/get data. Sounds like some views on activities might do most of the trick for you?