Set up the Case Manager App

To run the Case Manager app there are two requirements:

Once these requirements are met, follow three simple steps to set up and run the app:

  • Android phones

    • Download and install the Case Manager app by Chameleon Software from the Play Store.

  • Apple phones

    • Download and install the Case Manager app by Chameleon Software from the App Store.

When you first log into the app it needs to connect to your Case Manager database. You will be asked for a Company ID:

To find your Company ID, use the information in the address for your web version of Case Manager:

There are different instructions depending on whether you are hosted by Chameleon Software or not.

Chameleon-hosted customers

The Company ID is the first part of the address.

For example:

  • URL is demoservice.casemanager.biz
  • Company ID is demoservice

Self-hosted customers

The Company ID is the full address.

For example:

  • URL is demoservice.casemanager.biz
  • Company ID is demoservice.casemanager.biz

Log in with your username and password or Microsoft credentials.

You may choose to add a passcode login here.

You can now access cases, case documents, case costs and case contact information in the app.

Note that you view the Case List with the Mobile View saved view applied to the list.

Sometimes you may find that your Case List appears empty the first time you log in:

This is because one or more filters have been set in Mobile View.

To resolve this issue:

  • Login to your web version of Case Manager via a web browser on a PC or Mac.
  • At the Case List select Configure case lists from the dropdown list of saved views.

    • See Case List Criteria if further detail required.

  • Select the Mobile View, clear all the filters in the Filters tab and click Save.

    • Note that you do not need to change the column settings here, as Client, Category and case number are the Case List columns available at the app.

  • Log out of the mobile app
  • Log in to the app again

You will now see that the view has not filtered out any of the cases you are entitled to see.

Notes

Apple users

  • iOS 10 or greater
  • iPhone 5 or greater

Android users

  • Marshmallow or greater (6.0+, API 23 or greater)

The latest version of the Case Manager software is version 6.1. Naturally the latest version of the mobile app is also version 6.1.

The Case Manager app consults with your Case Manager system in order to access and update your database.

So you need to upgrade your entire system to 6.1 in order to access the latest features of the app:

  • Your Windows/web Case Manager software needs to be upgraded to version 6.1.
  • You should also update your app to version 6.1 through the App store or Google Play Store, as appropriate.

You can see which version of the app you are using at the bottom of the Settings screen:

To run the Case Manager app your Case Manager database needs to be securely 'available' to your mobile phone.

The process of making it securely available differs depending on whether your Case Manager database:

  • is hosted by Chameleon Software
  • is hosted by you, or
  • is only on a single computer.

If you are hosted by Chameleon Software, this has automatically been set up for you as part of the service. Simply go to Step 1 above to perform the setup steps.

If you are self-hosted, there are two possibilities:

  • If you are already set up to access the web version of Case Manager, contact Support and ask them to make a small change in order to access the mobile API. Then go to Step 1 above to perform the setup steps.
  • If you are not already set up to access the web version, contact Support to arrange access to the web version and to the app. This process takes longer to perform but does not involve your system being out of action at all. Finally go to Step 1 above to perform the setup steps.

If you run Case Manager from only a single computer, there is no simple way for your database to be made securely available to an app running on your phone.

The best solution would be to change how you run Case Manager and to have your system hosted by Chameleon Software.

You need to be aware of new security requirements if you use the Apple app and your system is not hosted by Chameleon Software. See Apple apps: new security requirements for details.