Client Management
- Renaming Fields on Client Details and Client Management Details Panels in Street Admin
- How to Schedule an Appointment within a Case File
- How to assign Case Lead on Case Management Detail Panel
- How to set Mandatory or Optional fields and rename labels on Client Detail & Case Management panel.
- Assign Cases based on Teams
- Cases - Main Page
Case Board
- How to add a Case Note to a Case File
- How to filter by date in "My Activities"
- Client Notes - View Notes on Case File
- Case Board Overview
- How to Add / Delete Activities to a Program from within a Case
- How to Assign a Worker to an Activity