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Using the help guide

CasaManager help articles provide step-by-step guidance for common tasks. Use them to find answers on your own without waiting on support for a reply. Each article is 500 words or less, so it takes just a few minutes to read

Open the help articles

Select the ❓ at the top right of your screen to open the help menu, then select Help Guide Page For This Screen.

Find the article you need

  • Search: Under How can we help you? at the top of the help center, type a few keywords in the Search for answers bar, such as "intake form" or "assign volunteer." The names you see on your screen, like a window, tab or button, make good search words.
  • Browse: Articles are grouped by topic, such as Volunteers, Reports, or Troubleshooting. Browse a topic when you're not sure what to search for.
  • Scan the titles: Many titles are written as the question you're asking, like "Why can't I assign a red status volunteer?"

Get the most from an article

  • Start with the intro. It tells you what the article covers and when it applies.
  • Follow the steps in order. Bold text matches what you see on your screen, such as a window, tab, field or button name.
  • Watch for notes and tips. They point out things that are easy to miss, like a checkbox that's off by default or a feature that's turned off to protect privacy.
  • Check "Good to know." This section at the end of an article covers related details and links to related articles.
  • Keep the article open while you work. Each article opens in a separate tab, so you can keep CasaManager and your articles visible side-by-side.

Tell us if it helped

At the bottom of each article, answer Was this article helpful? with Yes or No. Your answers show us which articles work well and which need more detail.

When you still need help

If you can't find an article, or the steps don't match what you see, contact support:

  • Select New Support Ticket from the help menu.
  • Select Request support or Contact us at the top of the help center.
  • Email support@casamanager.com.

Include the article title and describe what you see on your screen, so we can help you faster. Leave out personal information about children, families, volunteers, and professionals. Remember to only provide record ID numbers when submitting a support ticket or sending an email directly to our CasaManager team.

To check on a request you've already sent, select View my tickets at the top of the help center.