Case Detail

The ‘Case Detail’ report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a comprehensive breakdown of individual cases within their Retention CRM system. It allows you to search and filter cases based on various criteria to gain insights into the nature and progress of each client interaction.

General Functionality of ‘Case Detail’ report

Fields:

• Client Name: This displays the name of the person or entity associated with the case.
• Subject: This field captures a brief description of the case issue or concern.

Using ‘Case Detail’ report in Association Management

Nursing Association Context:

• Client Name: In a nursing association, this would typically represent the name of the member nurse seeking assistance.
• Subject: This could detail the specific issue the nurse is facing, such as “Workplace Conflict,” “Legal Inquiry,” or “Continuing Education Resources.”

Filter Options:

• Start Date & End Date: Define the timeframe for which you want to view cases.
• Case Status: Filter by the current status of the case, such as “Open,” “Pending,” or “Resolved.”
• Case Type: Specify the category of cases (e.g., “Legal,” “Ethics,” “Advocacy”).
• Deleted?: Include or exclude deleted cases from the report.
• Client Name: Search for cases associated with a specific member nurse.
• Case Role(s): Filter by the role(s) assigned within a case (e.g., “Caseworker,” “Supervisor”).
• Active Role?: Focus on cases where specific roles are currently involved.
• World Region, Country, State/Province: Refine results based on the member nurse’s location.
• Activity type of the last activity & Last Action Date/Completed Date: Identify the most recent action taken on a case and when it occurred (e.g., “Referral Provided,” “Notes Added”).

Nursing Association Scenario:

Let’s say the nursing association wants to analyze cases related to workplace conflict. They can utilize the ‘Case Detail’ report as follows:

1. Set Case Type to “Workplace Conflict.”
2. Choose a relevant date range using Start Date and End Date.
3. Optionally, filter by Client Name to focus on specific nurses.
4. Utilize Case Status to assess the resolution progress of these conflicts (Open, Pending, Resolved).
5. Analyze the Last Action Date and Activity Type to understand the most recent interventions provided to these nurses.

This report empowers the association to identify trends in member concerns, track case resolution rates, and measure the effectiveness of their support services. They can then use this data to improve their support programs, allocate resources effectively, and advocate for better working conditions for member nurses.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Tracking Advocacy Efforts

Scenario: A professional association wants to monitor their advocacy efforts related to a specific legislative bill.

• Use Case:
  • Filter Cases by Case Type: “Advocacy”
  • Further filter by a custom field named “Bill Number” containing the relevant bill’s ID.
  • Utilize Start Date & End Date to track activity during the lobbying period.
  • Analyze Case Details to understand the types of interventions made (e.g., contacting legislators, member outreach).
  • Use Client Name to see which members were involved.
  • This report allows the association to assess the effectiveness of their advocacy campaign and identify areas for improvement.

Chamber of Commerce – Identifying Business Needs

Scenario: A chamber of commerce tracks member requests for resources and programs.

• Use Case:
  • Filter Cases by Case Type: “Member Inquiry”
  • Analyze Subject to identify common themes in member requests (e.g., access to business loans, marketing workshops).
  • Utilize World Region or State/Province to see location-specific needs.
  • This report helps the chamber identify priority areas for future programs and services to better support their members.

Non-Profit – Volunteer Management

Scenario: A non-profit tracks volunteer placements and their effectiveness.

• Use Case:
  • Filter Cases by Case Type: “Volunteer Placement”
  • Utilize Case Details to see the assigned volunteer and the recipient of the service.
  • Analyze Activity Type to track volunteer activities (e.g., training sessions, service delivery).
  • Case Status can help identify placements that require follow-up or closure.
  • This report allows the non-profit to monitor volunteer engagement, assess the impact of placements, and ensure volunteers are well-supported.