Client Management
- Cases - Main Page
- Cases - Active
- Cases - Archived
- Cases - Applicants
- Case Detail Page
- Creating a Case from a Public Form
- How to Manually create a Case
- How to Archive a Case
- How to Assign a Template to a Case
- Creating / Managing Views for the Case Screen
- How to Link Case
- How to Create a New Case Template
- How to Add Multiple Intake for a Case
- List View in Cases
- Client Notes - Creating Notes from the Case Grid