Organisation Case Action Association Case Manager now offers the ability to link Case Actions with Organisations. This helps you track which Organisations have been involved in specific actions and es...
Creating a New User Account Creating a new user account within Case Manager is made simple, as all accounts can be created within the app. This knowledge base article will take you through these steps...
Where can I find Custom Fields? Case Manager keeps all the custom fields that caseworkers can create under the heading Custom Fields. (This can be found in the Administration section of your navigatio...
Creating Case Actions What is a Case Action? A Case Action feature allows users to perform specific actions within case manager. It consists of two main components: Services and Options. Services defi...