---
schema_version: "1"
id: 1a927033955439702de8ff7b7094693654a5d645bbc046a0686610150361bc1a
title: Configure Client Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_configure_client_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_client_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e27734528685d1a6c8170b26f3e91e83787841ea5fd9e55b22a8d81faffd8be8
description: Customize the client card, client notes, referrals, incidents, and more.
products:
  - Nonprofit
release: "264"
---
# Configure Client Management

Customize the client card, client notes, referrals, incidents, and more.

- **[Customize the Client Card](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_client_card.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_client_notes.htm&release=264.0.0&type=5)**  
    Customize Client Note fields, display fields based on record types, and maintain client note relationships.
- **[Configure Support for Household Accounts](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_cm_for_hhs.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_household_account_record_type.htm&release=264.0.0&type=5)**  
    If you use Case Management in an org without NPSP, you need to create an Account record type for Household Account.
- **[Configure Referrals](https://help.salesforce.com/s/articleView?id=sfdo.cm_required_setup_for_intakes_referrals.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_intakes.htm&release=264.0.0&type=5)**  
    Customize and use Intakes for the nonprofit Case Management managed package.
- **[Customize Incidents](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_cust_incidents_contact_record.htm&release=264.0.0&type=5)**  
    Create custom fields to display on the Incident component on a Contact record.
- **[Customize Assessments](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_assessments.htm&release=264.0.0&type=5)**  
    Customize assessment scores and create multiple assessment types.
- **[Customize Case Plan Goals and Action Items](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5)**  
    Customize the Goal and Action Item fields on a Case Plan.
- **[Configure Goal and Action Item Templates](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_templates.htm&release=264.0.0&type=5)**  
    Add fields about templates to page layouts.