Client Management
- 01. How to create a Client
- 02. Form Intake
- 03. Case Detail Page
- 04. How to create Case Template
- 05. How to Create, Edit and Delete a Donor
- 06. How to assign a Donor on Case
Case Management
Provides your organization with one central location to store and track all client data. This includes things like contact information, case notes, appointment scheduling and history, client communications