We Value Your Thoughts

Let us know what you think and earn $10! It'll only take 1 minute! Review Casebook on Capterra. Reviews are individual, not company-based, and take only a few minutes.  After it's published, you'll be sent a $10 gift card. That simple!

Features ⭐

NEW: Housing History on the Person Profile. Two new fields have been added to the Address section on the Person Profile to allow you to capture more information on housing history. The field at location since & until can be used to record date information about when the person lived at this address. The field housing status can be used to record the status or type of housing that was at this address. Housing Status can be configured in cb Admin in the People Fields section. We hope these additions can help you capture more holistic data on the clients that you are serving! 

Announcements 📣

The Casebook Help Desk and Chat will be closed the following days to celebrate the holidays 🎄 

• Thanksgiving - November 24th and 25th
• Company Off-Site Meeting - December 8th and 9th 
• Christmas - December 23rd and 26th 
• New Years - January 2nd 

Resources 📚

New videos or articles added this week. 🎥  

• How to Configure Single Sign On

• SSO Configuration: Google

• SSO Configuration: LastPass
• SSO Configuration: Microsoft Azure Active Directory

Sign up for a free Casebook Training. 💻 We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register below! ⬇️