How to set Mandatory or Optional fields and rename labels on Client Detail & Case Management panel.

Planstreet has enhanced the performance and page load time of Case Details and has also introduced additional options in Street admin. These new options enable admins to display or hide fields based on specific requirements, designate them as mandatory or optional, and modify the "Field Name Label" for each field.

On the Case Detail page, you can now designate certain fields as mandatory based on your needs. Additionally, you have the ability to change the label name, as illustrated in the screenshot below. We have provided an example by altering the fields highlighted with a red border.

The changes follow:

• "First Name" to Client Name
• "Middle Name" to Alias
• "Last Name" to Sir Name
• "Date of Birth" to DOB

Navigation: Street Admin > Intake > Client Detail > Visible (Will be visible on Intake) > Required (Will be Mandatory on Intake)

Label changes can also be applied to the Client Management Details and Case Labels tabs.

You can easily identify mandatory fields by looking for the red asterisks on the Client Details screen.

Similarly, on the Client Management Details page, you can select mandatory fields as per the requirements.

Navigation: Street Admin > Intake > Case management Detail> Visible (Will be visible on Intake) > Required (Will be Mandatory for Intake)

As mentioned above, you can easily identify the mandatory fields on the Case Management Details screen by looking for the red asterisks.