Caseworkers at a nonprofit organization want to see a single chronological view of all past interactions, cases, referrals, and care plans for a participant. Which Nonprofit Cloud feature should the organization use?
For caseworkers managing complex social services, the ability to see a participant's "story" in chronological order is vital for providing informed care. The Timeline component in Nonprofit Cloud is the specific feature designed to solve this need.
Key Features for Caseworkers:
Chronological Aggregation: The Timeline pulls records from various objects—Case Proceedings, Referrals, Care Plans, Tasks, and Benefit Disbursements—and plots them on a single horizontal or vertical axis based on their date.
Filtering and Search: Caseworkers can filter the view to show only specific types of interactions (e.g., "Show me only medical referrals from the last 6 months").
Actionability: From the timeline, a caseworker can hover over an event to see summary details or click directly into the record to view full notes.
Configuration: A consultant configures the Timeline via the Timeline Settings in Setup. You can define "Timeline Configurations" for different user personas; for example, a caseworker might see "Care Plans," while a fundraiser might see "Gift History" on their version of the timeline for the same Person Account.
Why other options are incorrect:
Contact Profile (Option A): This is a summary view of person-centric data (like age, preferred language, or wealth indicators) but is a static layout, not a chronological view of events.
Events and Milestones (Option B): This feature is used to track "Life Events" (like birth, marriage, or graduation). While these can be surfaced on the Timeline, the feature itself is a component for life-stage tracking, not a comprehensive chronological record of all cases and interactions.
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