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  • CiviCRM Community Forums (archive) »
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Author Topic: Navigating from CiviCase Dashboard  (Read 1125 times)

happyHacker

  • Guest
Navigating from CiviCase Dashboard
August 15, 2009, 08:24:13 am
I have one case configured with a (preset) follow-on at a later date.

1. if I click on Show my Cases I get a search screen with No matches found for:
Case = My Cases
. I would have though it would show my cases (I created them and am logged in as same).

2. now in that search screen if I click on the Case Type but the box above remains empty I get a null result.

3. but if I select All cases I get my case as expected. Has the system recognised my cases properly?

4. the Summary of Case Involvement table shows 5 ongoing cases. If I click that I get just my single case. Is this indicating 5 cases or something else?

5. On the Black admin menu why is Cases under "Other". It should be called "Cases" and given the importance as the others in that menu.

6. There is a menu item on the left on it's own called "My Contact dashboard". It does not take me to contacts so may be misnamed as I am not familiar (yet) with all the stuff on that page. Should it be called "My CiviCRM Dashboard?

7. Why is the page shown in 6. titled "Dashboard - <my email address>"? doesn't seem to make sense.

Advice appreciated.
« Last Edit: August 15, 2009, 08:28:19 am by happyHacker »

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Alpha and Beta Release Testing »
  • 3.0 Release Testing »
  • Navigating from CiviCase Dashboard

This forum was archived on 2017-11-26.