---
schema_version: "1"
id: 1ad175b6ad8ec6cb030a0cf73bfc72d3818bbab6d52b20fe545ba7012dd0f03f
title: Work with Clients
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_work_with_clients.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_work_with_clients.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2edc8a80b59b87a6c9cd2f5bec2110fb35f38ecaaa2666debebf27d443c7e58f
description: Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in the nonprofit Case Management managed package.
products:
  - Nonprofit
release: "264"
---
# Work with Clients

Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in the nonprofit Case Management managed package.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in [Nonprofit Cloud](https://help.salesforce.com/s/articleview?id=sfdo.nonprofit_cloud.htm). If you're not sure which version your organization uses, check with your Salesforce admin.

- **[Manage Your Work](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_your_work.htm&release=264.0.0&type=5)**  
    Find your way around the nonprofit Case Management managed package. Use Activities and Calendars.
- **[Work with Referrals](https://help.salesforce.com/s/articleView?id=sfdo.cm_referrals.htm&release=264.0.0&type=5)**  
    Work with inbound and outbound referrals to track client referrals.
- **[Work with Intakes](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_intakes.htm&release=264.0.0&type=5)**  
    Create and edit intakes and manage your intake pipeline.
- **[Manage Case Plans](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_case_plans.htm&release=264.0.0&type=5)**  
    Create a case plan, create goal and action item templates, and use case plans.
- **[Manage Clients](https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_client_work.htm&release=264.0.0&type=5)**  
    Create client records. Search for a client. Manage client information, program engagement, client notes, and assessments in the nonprofit Case Management managed package.