Knowledge Base
Video Library
Still Need Help?
Casebook Person Profiles
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Back to home
Knowledge Base
Casebook Person Profiles
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Casebook Person Profiles
Everything you need to know about Person Profiles in Casebook.
Person Profiles
Create and Edit a Person Profile
How to Delete a Person Profile
Relationships
