Agenda:The theme for our first ever virtual meetup will be CiviCase; CiviCRM’s not-always-well-understood-but-very-powerful case management module! The team at Compucorp have been putting in a lot of work to develop the module's flexibility and we are very excited to share what's new. (See our recent blog post here)! As such we’ll be focussing on CiviCase with a walkthrough of the module and a case study example of how to use the module for applications processes:
1. CiviSurgery: From 12:30PM to 1:05PM We’ll start off as always with the CiviSurgery. The CiviSurgery is a place where you can ask anything - so whether you’re a beginner just getting started with CiviCRM or an expert thinking about how best to get that last 2% we’d be happy to help. 2. Unlocking CiviCRM’s workflow management potential: From 1:05PM to 1:30PM A look into the most recent improvements in CiviCRM’s case management module: An overview of what it can do for your organisation and what’s new in the latest version! 3. Using CiviCase for Applications processes: A Case Study - From 1:30PM to 1:55PM CiviCase is a great tool for managing applications processes. This could be for recruitment (such as for volunteers or staff) or for managing awards and grants. We will walk you through how the new CiviCase can be used for these kinds of workflows with a live demo. We’ll be sharing the event link closer to the date. |