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.