au.com.agileware.scheduledcaserecipients

CiviCRM extension to extend Scheduled Reminders to provide ability to send the reminder to particular roles of the Case an Activity is filed against; send a scheduled reminder for Activities filed against Cases with the selected Types & Statuses

This extends the Scheduled Reminder configuration in CiviCRM, adding case related configuration:

• Set Case Role(s) as recipients :- send the reminder to particular roles of the Case an Activity is filed against.
• Filter Activities by Case Types and Case Statuses :- only send a scheduled reminder for activities filed against cases with the selected Types & Statuses
• Adds tokens to the Scheduled reminder (requires patch to CiviCRM):
  • {case.id}
  • {case.subject}

Installation

1. To allow use of case tokens, download and apply patch to CiviCRM: civicrm-core-case-tokens.patch
2. Download the latest version of this extension
3. Unzip in the CiviCRM extension directory, as defined in 'System Settings / Directories'.
4. Go to "Administer / System Settings / Extensions" and enable the "Scheduled Reminder Case Recipients (au.com.agileware.scheduledcaserecipients)" extension.

Usage

When creating a new scheduled reminder for Activities:

• Select ‘Case Role(s)’ for Recipients to direct the schedule reminder to a contact related to a case.
• Use the two new fields ‘Case Types’ and ‘Case Status’ to conditionally send the schedule reminder according to the Type and Status of the Case it's filed against.
• Insert the added tokens in your Email Subject and Body using the ‘Tokens’ drop-down.

About the Authors

This CiviCRM extension was developed by the team at Agileware.

Agileware provide a range of CiviCRM services including:

• CiviCRM migration
• CiviCRM integration
• CiviCRM extension development
• CiviCRM support
• CiviCRM hosting
• CiviCRM remote training services

Support your Australian CiviCRM developers, contact Agileware today!