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Engage
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
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Knowledge Base
Engage
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Engage
Everything you need to know about Casebook's Case Management application.
Engage: Overview
Engage Workload View
Engage: Case Record Features
Engage: Creating a Case
Engage: Adding a Person to a Case
Engage: Case Involvements
Engage: Case History Log
Engage: Closing a Case Record
Text Messages
Supercharge Your Casebook Experience with Text Messaging
Configuration
Maximizing Engage: Unleashing the Power of Configurable Fields for Streamlined Case Management and Tailored Client Support
Notes
Rich Text Editor
