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  1. CiviCRM
  2. CRM-15091

Allow filing a contribution/participant/membership directly to a case

    Details

    • Type: Bug
    • Status: Open
    • Priority: Minor
    • Resolution: Unresolved
    • Affects Version/s: 4.5
    • Fix Version/s: Unscheduled
    • Component/s: CiviCase
    • Labels:
      None
    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      None

      Description

      Looking at the ability to file a contribution to a case I can see two issues. Not sure if they are both specific to 4.5 beta. One is a functionality issue (it doesn't work) and the second is a UX issue (this is not what the user would expect to have to do).
      1. When viewing a list of activities from the "Find Activities" menu option (http://drupal.sandbox.civicrm.org/civicrm/activity/search?reset=1) I can see contribution activities and can successfully file such an activity to a case using the available command.
      However if I view the Activities for a given contact by selecting the Activities tab from the contact summary screen, and - using the exact same method - try to file an activity on a case, nothing happens.
      I've just done all this on the live 4.5beta5 demo site.

      2. The UX issue: if I am attempting to file a contribution to a case I would naturally look for the contribution, and expect to be able to file that contribution to the case. The fact that I need to find not the contribution but the contribution activity, is counter-intuitive. From an ease of use perspective users should be able to file the contribution to the case even though it is in fact the contribution activity that is being linked.

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            • Assignee:
              Unassigned
              Reporter:
              upperholme Graham Mitchell
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              Dates

              • Created:
                Updated: