Newsletter - 2006 March (AUS)

Case Manager 3.0 Preview

I am very excited to finally show you a sneak preview of the next version of Case Manager. The screen shot below shows the revamped case selector which provides much greater flexibility. If you currently have a lot of cases in your case list you will be amazed how much faster this new case selector is at locating a specific case.

This example illustrates how you can:

• Use any column to group cases (by Category in this example).
• Quickly filter rows by typing in the filter box (just below the column heading). I have typed the letter j here to instantly filter the list to only those clients starting with j.

There are many other productivity improvements in the Case Selector but I want to keep this short, so on with the newsletter...

ARPA Conference

Chris and I will be at the ARPA Conference in Adelaide in April. We would love for you to come and see us! We will have the beta of Version 3.0 for you to experience. While we are at the ARPA Conference I will be meeting with the executive to discuss ways that Chameleon Software can work together with the National and State branches.

Introducing Karyn Anderson

Karyn is our new Client Support officer. She will be taking over front line support from Chris Jacob and will provide the same commitment to ensuring your satisfaction. Chris will be there to help out with the more complex support issues. He has been programming our reports module for Version 3.0 and will be next doing the user documentation.

Find out more about Karyn Anderson.

Getting Ready for Version 3.0

The current official release date for version 3 is June 2006, and we plan to conduct beta testing in April and May. To help you get ready we are going to provide regular tips on how to assist in getting your data ready for conversion to the new database format. The first tip is on Addresses:

Changes to Address data in Version 3

In Case Manager Version 2 all address details are stored in a single (multi-line) text field. In Version 3 we will introduce a structured address format allowing you to (optionally) store the Street, Suburb, State, Postal Code and Country in separate fields. These changes will improve the quality of the data, speed up data entry, and allow you to produce reports on this demographic information.

The version 3 database upgrade program will attempt to translate all unstructured addresses into the new structured format. Obviously this will not be possible where the information is invalid, incomplete, or does not follow an expected format. To improve the chances of your addresses translating correctly, you should ensure all people who enter data into the current version of Case Manager follow the following format recommendations:

1. If specifying a Country, add it on a line by itself at the very end. You should only do this for addresses outside your country of operation.
2. The last line (excluding the optional country line) should specify the Suburb, State & Post Code separated by spaces. Countries without a state or region (e.g. New Zealand) will simply include the Suburb & Post Code.
3. Anything above the suburb line (the street lines) is not considered structured so it doesn't really matter what you put there.

These address will convert correctly:

These common variants will not:

Upgrade Quotes

If you would like us to provide an individualised quote on your upgrade send an email to sales@casemanager.biz.