Summary
In this chapter, we took a look at cases by first understanding what they are, reviewing potential use cases 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
Walked through the construction of a case configuration
xmlfileTested and began using the newly configured case type, reviewing potential troubleshooting steps if your configuration did not fully function
Reviewed the tools available for monitoring and managing cases through the dashboard, search, and reporting tools
In the next chapter, we will turn attention toward CiviCRM's grant management tools that can be used for organizations disseminating grants and those that need to track details for grantees.
