Author Topic: Removing additional client from case (Read 439 times)

OregonJohn · March 25, 2015, 01:46:57 am

There is no way to fully remove an additional client if there was a mistake made.
Adding an additional client works well and I am very happy to have the feature.

The problem in practice:
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Add additional client in Case View using the + icon

There is no option in the Case view summary to remove an additional client, only to add.
Under Roles there is no trashcan for Client like there is for the other Roles.

You can remove the case from the additional client in the additional client's page.
When you return to the Case view the client is still listed in the summary and under Roles.
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This might be a bug, or I just fail to see how to do it properly.

Thanks. John.

Coleman Watts · March 26, 2015, 12:41:36 pm

Hmm, yes I see what you mean.
I think the "multiple clients" feature in CiviCase looks a bit tacked-on. I'm guessing that whoever added that feature (probably someone from an org that needed it) was short on time & money (ok that's pretty much always true of nonprofits) and did so in a hurry.
Would you be interested in sponsoring an improvement?

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Author Topic: Removing additional client from case (Read 439 times)

OregonJohn

Removing additional client from case

Coleman Watts

Re: Removing additional client from case