---
schema_version: "1"
id: d74daabfe7033d2e874aa46650278320a658ee1ac29aa7e904e9715ce0dadd33
title: Manage Clients
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_manage_client_work.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_client_work.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8e7a32d0c5efa95228feb05e08689f353fef4ae549160b0f3871a09c648b0521
description: Create client records. Search for a client. Manage client information, program engagement, client notes, and assessments in the nonprofit Case Management managed package.
products:
  - Nonprofit
release: "264"
---
# 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](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_client_record.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_search_client.htm&release=264.0.0&type=5)**  
    Use client search to find clients by first name, last name, preferred name, client id, or birthdate.
- **[Manage Client Information](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_client_information.htm&release=264.0.0&type=5)**  
    Manage Client information from a Contact record.
- **[Add Client Program Engagements](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_client_program_engagements.htm&release=264.0.0&type=5)**  
    Use Program Engagements to track the relationship between your client and their programs.
- **[Take Client Notes](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_client_notes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_assessments.htm&release=264.0.0&type=5)**  
    Use assessments, assessment scores, and charts to track your clients' progress.