Client Management
- Renaming Fields on Case Details and Case Management Details Panels in Street Admin
- How to Send Intake Copy
- How to Hide Unneeded Columns on the Case Grid
- How to Simultaneously Update Multiple Cases
- Case Linking New Functionality
- How to Schedule an Appointment within a Case File
Case Board
- How to add a Case Note to a Case File
- @Mention for Activity Comments and Case Details Comments
- 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