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Add New Clients
Quickly add new clients from the Case Management home page using the New Contact button. In the Case Management app, clients are a type of Contact.
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Enter the client’s name.
- Select Client.
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In Account Name, search for and select the corresponding Household Account. See Create an Account for more information.
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Enter additional information for the client.
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Click Save.
- Create an Account
If you use Case Management in an org that includes NPSP, a household account is automatically created when you create a new contact. If you don't have NPSP and you want to associate a contact with an account, create the account manually.
Create an Account
If you use Case Management in an org that includes NPSP, a household account is automatically created when you create a new contact. If you don't have NPSP and you want to associate a contact with an account, create the account manually.
To create an account:
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Click the Accounts tab.
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Click New.
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Select the appropriate Account record type. Case Management includes the Branch Account. Your admin can create a Household record type for you to use for Client Households. Note that this will not include any NPSP automation.
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Enter the account information.
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Save your work.
