CiviCRM Community Forums (archive)

 
Hello,
I have installed civicase per the instructions. I did not add a time line, as I am using it a project tracking system for clients, and although the activities have an order, they do not necessarily have a set time frame. All my case types are in, all my case activities are in. I created a new case for a client/individual and it seemed a bit confusing because it asked for "Medium" and the only things on the list were in person,phone, email, fax, and letter mail. None of these activities really correspond to opening the case. I just used email and set my case type.

Here's the problem. When you go the CiviCase Dashboard you can see 1 case logged for the corresponding case type I just entered, but you can not access it and it is listed as resolved. It does not come up on the list for "view all cases", and it is not in the client's case list I created for.

Did I do something wrong? If anyone could help, it would be so much appreciated. I do not know where to start.

thanks so much, I really appreciate your help. What would you suggest I set for the reference offset, so that all the activities are available when I open a case? Also, they do have a definite order, I can't go from one activity to the next until the previous is completed. Would it make sense for me to to set the reference activity to the previous activity instead of "Open Case"? Also is the reference offset for an estimated completion time of the activity or for the beginning of that activity, and does the time line allow for those activities to be "off schedule"? One situation is that my time line on projects depends heavily on clients getting back to me with materials and responses, and that unfortunately can not be scheduled ! Another thing is I have current projects I am working on and would like to log all the progress made, so I would be going through 5 or more activities at once to get their account record caught up. One more question, can I just edit the xml files, or do I have to edit then disable and re-activate civicase?

Sorry about the flog of questions, I just want to make sure I am getting things right. CiviCRM is wonderful and invaluable, and we really appreciate everyone's hard work on it. I will also be using it for non-profits as well.