Before you begin

The screenshots on this page do not all reflect the new web version yet.

To follow the training program, you'll need access to the Case Manager demonstration database and a username and password to log in with.

You will access the demonstration database online via a web browser.

  • If you have just purchased Case Manager, Chameleon Software will provide you with the web address.
  • If you joined a business that already uses Case Manager, your manager or Power User will provide the web address.

We recommend that you use this database whenever you are experimenting and learning to use Case Manager. We refer to this demo database in all the training exercises.

If you have just purchased Case Manager, we also recommend that you locate one of your closed case files. You can use this as a reference to compare the way you filed things in your old system and the way information is stored in Case Manager. This makes it easier for you to make mental connections between the two.

You will need a username and password to log in to the demo database.

  • If you have just purchased Case Manager, Chameleon Software will also give you a generic username and password to use.
  • If you joined a business that already uses Case Manager, your manager or Power User will provide you with an individual username and password.

The next steps are simple:

  1. Open a web browser and enter the web address for the demo database.
  2. In the Username field enter the username.
  3. In the Password field enter its password.

    4. Note that characters typed into the password field are displayed as dots. So ....... will appear in the password field.

  4. Click Sign in.

The main Case Manager window will appear.

The demonstration database needs to be registered before you can make any changes to it. So check that your database has been registered by selecting Help > Registration Details from the main menu, especially if you have just purchased Case Manager.

If your contact information is not there, add it in the appropriate spaces and click Refresh Now.

  • If you are using the generic username and password, you should create your own username and password at Create your user account.
  • If you already have your own username and password, you can go straight to Case Management and get started.