Answers.Body: <p>This <a href="https://i.sstatic.net/WCznr.png" rel="nofollow noreferrer">screenshot</a> shows one variation but of course everyone's use case is a bit different </p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-01-30T23:44:39.893Z
Answers.LastActivityDate: 2016-01-30T23:44:39.893Z
Answers.UserDisplayName: petednz - fuzion
Answers.Body: <p>I realized I was looking at this wrong, and that activities are the best way to accomplish what I wanted to track. </p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-02-11T19:03:27.217Z
Answers.LastActivityDate: 2016-02-11T19:03:27.217Z
Answers.UserDisplayName: Mary
Body: <p>I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more traditional case management. I have been reading a lot of different threads but I feel like I am missing a piece of the puzzle, and cannot seem to find a guide specific to these areas for setup. And image should help, unless you know where a guide specific to this can be found. Thanks!  </p>
  
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-28T20:50:50.340Z
Comments.Text: Mary - it might be more helpful if you can spell out the steps you want in the workflow/process. This screenshot may help but we find everyone's use case is a bit different http://i.imgur.com/Iq3xT99.png
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-29T21:30:24.340Z
Comments.Text: @petednz-fuzion - That looks like an answer to me, if you make it one I'll upvote it!
Comments.UserDisplayName: Jon G - Megaphone Tech
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-02-08T21:01:20.053Z
Comments.Text: I apologize, I have been swamped lately. What I would like to figure out is how to properly setup civicase to track donor contacts for past, present, and future. For example, I help lead a tour today for a potential sponsor and want to add this note. I also want to set a reminder for a follow up e-mail and phone call.
Comments.UserDisplayName: Mary
Tags: <civicase><evaluating-civicrm>
Title: CiviCase Use Examples for Donor/Grant
ThreadText: # CiviCase Use Examples for Donor/Grant
  
  (Asked by: username_0 on 2016-01-28)
  
  I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more traditional case management. I have been reading a lot of different threads but I feel like I am missing a piece of the puzzle, and cannot seem to find a guide specific to these areas for setup. And image should help, unless you know where a guide specific to this can be found. Thanks!
  
  **Tags:** civicase, evaluating-civicrm
  
  > **Comments:**
  > **username_1**: username_0 - it might be more helpful if you can spell out the steps you want in the workflow/process. This screenshot may help but we find everyone's use case is a bit different http://i.imgur.com/Iq3xT99.png  
  > **username_2**: @username_1 - That looks like an answer to me, if you make it one I'll upvote it!  
  > **username_0**: I apologize, I have been swamped lately. What I would like to figure out is how to properly setup civicase to track donor contacts for past, present, and future. For example, I help lead a tour today for a potential sponsor and want to add this note. I also want to set a reminder for a follow up e-mail and phone call.  
  
  ---
  
  ## 2 answers
  
  ### Answer by username_1 on 2016-01-30. Score: 1
  
  This [screenshot](https://i.sstatic.net/WCznr.png) shows one variation but of course everyone's use case is a bit different
  
  
  ---
  
  ### Answer by username_0 on 2016-02-11. Score: 0
  
  I realized I was looking at this wrong, and that activities are the best way to accomplish what I wanted to track.
  
  
  ---
  
  