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Call: 800-859-5407 Email: support@planstreetinc.com
  1. PlanStreet
  2. Case Management
  3. Client Management

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
  • 07. Case Board Filters
  • 08. How to add a Category
  • 09. Time Line View and List View of Case

KEY TOPICS

  • Product
  • Solutions
  • Pricing
  • Resources

KNOWLEDGE BASE

  • Agile Projects
  • Traditional Projects
  • Case Management
  • Project Financials

VIDEOS

  • Agile Project Creation
  • Agile Story User Backlog
  • Sprint Detail
  • Traditional Project Creation

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