Customize the client card, client notes, referrals, incidents, and more.
- Customize the Client Card
The Client Card displays at the top of a Contact record and shows all of the most important information about a Contact, including name, a photo, contact information, critical alerts, and Client ID. - Configure Client Notes
Customize Client Note fields, display fields based on record types, and maintain client note relationships. - Configure Support for Household Accounts
If your organization uses Case Management to deliver case management support and program benefits to a household (for example, a food bank), update the Case Management Case Plans and Client Notes so that you see the Household Account as the beneficiary of the services delivered. - Create Household Account Record Type
If you use Case Management in an org without NPSP, you need to create an Account record type for Household Account. - Configure Referrals
The Referrals feature was released in Case Management version 1.14 (8/18/2020). If you started using Case Management before that date, or if the feature isn't configured in your org, complete these required set up steps. - Configure Intakes
Customize and use Intakes for the nonprofit Case Management managed package. - Customize Incidents
Create custom fields to display on the Incident component on a Contact record. - Customize Assessments
Customize assessment scores and create multiple assessment types. - Customize Case Plan Goals and Action Items
Customize the Goal and Action Item fields on a Case Plan. - Configure Goal and Action Item Templates
Add fields about templates to page layouts.