This documentation relates to CiviCRM version 3.3. It's not maintained anymore.
Current version of documentation.

CiviCase Admin

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This page refers to outdated version of CiviCRM. Check current version of documentation.


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CiviCRM 3.3 Documentation

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CiviCRM book!

Make sure to check out Understanding CiviCRM as well! You can also support this project by ordering a hard copy.

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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