video1.0<iframe src="https://www.loom.com/embed/a3e85658dca14036ac93c17353ba197a" frameborder="0" width="1382" height="1036" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10361382Loomhttps://www.loom.com10361382https://cdn.loom.com/sessions/thumbnails/a3e85658dca14036ac93c17353ba197a-3aeff281f0a82d97.gif153.423This Loom explains how to customize case plan settings at the organizational level so firms can tailor what information appears and how it is organized. It covers customizing the client section by changing, reordering, renaming, adding, or deleting fields, including field types like text, date, tasks, checklist, info, and single or multi-select dropdowns. It also shows how to create issue level templates, set a default template for future issues, rename templates, and create additional templates. Finally, it notes that deleting a field will not remove existing data from current case plans, but the field will not appear in case plans created going forward.