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
- How to assign Case Lead on Case Management Detail Panel
- How to rename labels on Client Detail & Case Management Details panels and how to set mandatory (required) fields.
- Assign Cases based on Teams
- Cases - Main Page
- Cases - Active
- Cases - Archived
- Cases - Applicants
- Case Detail Page
- Creating a Case from a Public Form
- How to create an Active Case Manually
- How to Archive / unArchive a Case
- How to Assign a Template to a Case
- Creating / Managing Views for the Case Screen
- How to Link Case
- How to Create a New Case Template
- How to Add Additional Intakes for a Case
- Client Notes - Create Group Notes on Case Grid