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Dynamic Fields

by Ilana Novick 1 min read

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent.


Ilana Novick

Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,....


When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. 

This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. 

No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,”  said Rachel Lorencz, Product Manager at Casebook.

Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs.

Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.”

“Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. 

Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions.

But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.”

Discover the Transformative Power Casebook Can Provide to Your Organization

Ilana Novick
Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,