Thank you @adam.butler - these are some of the most important features for me.
My understanding that ODK survey and ODK-X tools generally were going to be the platform designed for longitudinal data collection (https://docs.opendatakit.org/odk-x/hope-study-intro/), but reading your posts on this forum suggest that maybe this is on the way for ODK v2.0? Currently what would you recommend for someone needing only basic features of case management?