Prerequisite
✔ Administrator access required
⚠ Changes apply to all users
Overview
PlanStreet allows administrators to customize the case grid by hiding fields, renaming field labels, and setting required fields so only relevant information is displayed.
Hide/Unhide Fields (Case Grid Columns and Intake fields)
Purpose: Control which columns appear on the case grid.
Steps:
- Click the green cog (Street Admin)
- Select Client Intake
- Under Client Details or Client Management Details in the visible column:
Checked = column visible
Unchecked = column hidden
Greyed-out = Visible Field (cannot be changed)
Rename Field Labels
Purpose: Match field names to your organization’s terminology.
Navigation:
Street Admin → Intake → Client Detail, Case Management Detail, or Client Labels
Examples (see the following screenshot):
- First Name → Client Name
- Middle Name → Alias
- Last Name → Surname
- Date of Birth → DOB
Please Note: You cannot rename the Street Address fields.
Set Required (Mandatory) Fields
Purpose: Ensure required information is collected at intake.
Navigation:
Street Admin → Intake → Client Detail or Case Management Detail in the required column (see following screenshot):
Checked = required field, must be filled out
Unchecked = field is not required to be filled out
Greyed-out = required field (cannot be changed)
🔴 Required fields display a red asterisk (*) on intake screens.