Dynamic Pages on the Person Profile

Dynamic Pages help administrators go a step further with configuration.

What can you accomplish with dynamic pages?

Add new sections to the Person Profile - Your organization may need to record information that we don't have in Casebook. You can add a new section to the page and add fields to that section to record more information. 

Adding a New Section

  • Navigate to the Dynamic Pages section under People in cb Admin.

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  • Select the plus icon in the bottom right-hand corner to add a new section to this page.
  • Enter the Section Name and select a Section Icon.
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  • Select Save.
  • Add fields to the section by selecting the plus icon.

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  • Before navigating away from this page, be sure to Save from the right-hand action menu.

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