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CiviCase Configuration

CiviCase requires planning and a manual configuration process before you can begin using it for your organization. Start by reviewing the planning section of the configuration guide for an overview of terms and concepts.

Then, you can explore CiviCase functionality using a sample configuration setup. Follow these steps to load the sample configuration in your CiviCRM installation. You can also try out the sample configuration on our public demo.

Finally, use the configuration guide to configure CiviCase for YOUR organization.

Learn more

Physician Health Program of British Columbia has created user documentation for their CiviCase installation which presents a number of concepts and examples of CiviCase features and screens.

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