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  1. CiviCRM
  2. CRM-4438

CiviCase bug fixes / Improvements

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Trivial
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.2.2
    • Fix Version/s: 2.2.3
    • Component/s: CiviCase
    • Labels:
      None

      Description

      1. Modify Open Case so IT is responsible for finding the correct activity type (i.e. you can remove atype=13 from this URL and it still works: http://.../civicrm/contact/view/case?action=add&context=case&reset=1&atype=13
      Then remove the logic in Case/Page/Dashboard.php which retrieves and assigns $openCaseId to the tpl and fix Dashboard.tpl.

      2. Set relationship start date when Case Role is added. Add relationship start date and end date to rel selector

      3. Stop filling Actual Date when editing existing case activity

      4. Default case activity status s/b blank and required.

      5. Link to see all my cases in Case Dashboard

      • make status col headers on Case Summary Table clickable (Ongoing, Resolved, etc.) and use all= flag state to go to Find Cases

      6. Navigation tweaks:

      • click Done from Manage Cases form should always go to Dashboard
      • should remember most recent dashboard state (all cases vs my cases)

      7. When composing a new case activity, the client should appear in the list of roles to whom a copy of the activity can be sent. i.e. the client is a role in the case, just like other roles.

      • add row to Case Roles grid (at bottom) on Manage Case for the Client. Actions cell is empty.
      • add row to "Send a Copy" table in case activity form

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            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              kurund Kurund Jalmi
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