Summary

In this chapter, we took a look at cases by first understanding what they are, reviewing potential uses that may not be immediately obvious, and contrasting their benefits/drawbacks/purpose compared to standard activities. We then defined the key terminology and concepts related to cases, namely case activities, timelines, case roles, and case resources, and walked through the construction of a case type configuration. We even tested and began using the newly configured case type, noting key things to look for and review. We discussed the manage case screen, where most of the ongoing case work will be conducted, and reviewed the tools available for monitoring and managing cases through the dashboard, search, and reporting tools.

In the next chapter, we will turn our attention toward CiviCRM's grant management tools, which can be used for organizations disseminating grants and those that need to track details for grantees.