Discover the CiviCase component and how it can adapt to your organisation. We will show how the Montreal Diet Dispensary tracks the dietetary intake of pregnant women.
The presentation will include:
- a quick introduction to CiviCase and its main features
- overview of the case workflow and how it translates in CiviCRM terms
- how to categories all that data - what goes in the contact record, the case custom data, and case activities (there are more than 500 custom fields, not to mention a custom entity type)
- customizing the CiviCase user interface for efficiency
- custom graphics and calculations to assist the interview process (including generating baby weight gain graphics)
- custom reports with lots of popups and tweaks to improve efficiency.
CiviCase showcase: dietetary intake followup of a pregnancy
The Cable Center