Caseload Manager Help

Please scroll through the topics below to see if your issue is addressed here.  Click on the topic to be taken to a step-by-step tutorial explaining the issue.

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The Most Recent Support Topics

Non-Western Characters/Additional Language Support
Remove Calender View
Add Phone Number(s) Fields
Displaying Cases by Workgroup
Filtering for Pending Cases
Parties with Multiple Roles
Case Date Range Filter
Activity Date Range Filter
Invoicing
Create Custom Date Fields
Tracking Referral Sources
Filter Cases by Dates
Staff Contact Info
Reports for Referral Sources, Case Types, and Custom Case Fields.  

Additional Support Topics

Getting Started: 

Logging-in to Caseload Manager

Display:

Sorting Cases and Activities
Creating Office Info/Documents Page 
Needs Attention/Needs Attention Now!

Reports:

Cases Available
Services Report 
Billables Report
New Staff/Case Activities Report

Exporting:

Microsoft Word Mail Merge
Microsoft Excel Spreadsheets
Exporting to Google Calendar
Calendar Reminders Include Custom Fields

Creating Fields:

Create Custom Case Fields
Create Custom Party Fields
Create Custom Calendar Fields

Email:

Create Custom Email Templates
Text Substitutions in Email
Generating Letters with Merged/Substituted Information
Printing Correspondence
Secure Document Upload/Sharing for Clients

Filtering: 

Filter Cases

Billing:

Creating a Balance Due
Billables Report

Browser Issues:

Internet Explorer

Advanced Admin Features:

Assigning Work Groups
Advanced Workgroup Information
Assigning Staff Access Level
Setting Individual Case Field Access Levels 
Secure Document Upload/Sharing for Clients

General Questions:

Assigning Different Levels of Access to Staff
Loading Documents
Is My Data Safe?