The constituent page is the first screen you'll see when you open a constituent profile and will provide you a summary of their file. It will display us...

The case page is where you can manage case tickets related to the constituent. A case ticket is something that allows you to track constituent's concern...

The documents section for a constituent profile allows you to upload and manage files related to the constituent. These can be letters, photos, or even gene...

The notes section of a constituent profile allows you to keep track of internal notes about the constituent, such as when best to contact them, warning/caut...

ROUNDTABLE CASE A roundtable case is connected to a specific record in which a roundtable meeting has been set up and tracked on CivicTrack. It tracks t...

This function is found on the home page and allows you to create a case by dragging an email from Outlook. It will automatically search with the e-mail addr...