Manage Clients

Create client records. Search for a client. Manage client information, program engagement, client notes, and assessments in the nonprofit Case Management managed package.

• 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.
• Search for a Client
  Use client search to find clients by first name, last name, preferred name, client id, or birthdate.
• Manage Client Information
  Manage Client information from a Contact record.
• Add Client Program Engagements
  Use Program Engagements to track the relationship between your client and their programs.
• Take Client Notes
  Client Notes are a flexible way to track client conversations, time spent with them, or your work on their behalf. You can also connect Service Deliveries, and add important files to a Client Note.
• Manage Assessments
  Use assessments, assessment scores, and charts to track your clients' progress.