Configuring cases

At this point, you should have a good idea where you want to go with the case management tools and be ready to begin the configuration process. As alluded to earlier, CiviCRM's case configuration is more involved (and a bit more complicated) than other components. This is because each case type is highly customized to the types of activities, workflows, and roles involved in the resolution process. That customization, and the flexibility CiviCRM provides, adds a level of complication.

Your first step will be to define a case type and configure the activities, workflows, roles, timelines, and other elements that may be part of the case. Each case type will have its own configuration.

Define your case type by going to Administer | CiviCase | Case Types:

Give a name in the Title field to your case type, and optional description. CiviCRM will populate the Roles and Activities sections with default settings, which you will want to review and modify.

Note

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