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cb Engage
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)
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Program Specific
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Knowledge Base
cb Engage
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)
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Program Specific
cb Engage
Everything you need to know about Casebook's Case Management application.
cb Engage Workload View
cb Engage Overview
Create a Case Record
Adding a Person to a Case
Add an Involvement on a Case
Email Into a Case
Case History Log
How to Close a Case in cb Engage
Communications