Case: Track and manage contact interactions in your CRM
The CiviCRM Case module is a tool for tracking and managing sequences of interactions between people in your organisation and contacts in your CRM. It's similar to a case management system.
Cases are used to track complex interactions or communication processes. A case can be used to:
-
Record the interactions you have with your contacts through the Case Module
-
Record your outputs of service for internal and external government or funding reporting purposes
-
Configure custom case and activity types to simplify day to day interactions
-
Add custom fields to capture other relevant data and identify unmet needs
OPEN A NEW CASE AGAINST A CONTACT
CASE MANAGEMENT
-
Track a specific workflow or set of procedures that must be followed and that involves a number of different organisational staff in varying roles
-
Quickly identify the progress and status of a task (activity)
-
Identify the people involved in the case as well as their role(s)
-
Automates the task of remembering and scheduling follow-up activities.
SCHEDULE FOLLOW UP REMINDERS
-
Schedule follow up activities that will be emailed to you as a reminder
