The free demo software is the real software, Client Service Tracker, in which you can enter clients, record services provided, get reports, etc., only it is limited to 15 person-records. Download the demo, work through the brief or the full tutorial, put in a few of your own clients, and see how it would work for you.
You must already have Microsoft Access and Microsoft Excel on your computer for Client Service Tracker to work. See the bottom of this webpage for more information on the required types and versions of Access and Excel.
This page contains a link for two items.
One download is the Setup program for Client Service Tracker Version 9 Demo. There are actually two demos of this included in the setup program, one that runs with 32-bit Access, and the other that runs with 64-bit Access.
The other download is the Setup program for Client Service Tracker Version 8 Demo. To use it, you must have a 32-bit version of Microsoft Access and Microsoft Excel.
You may download and install both of these demos, and have them both on your computer at the same time.
(1) Make sure that you are logged into Windows as the user who will be using Client Service Tracker.
(2) Right click on the appropriate link below to download the setup program. You can right click on the “Download Client Service Tracker Version 9 Demo ” link or on the “Download Client Service Tracker Version 8 Demo” link.
(3) After you right click, on the pop-up menu, click on “Save Target As…”
(4) Save it on your computer in a place you will remember, such as your Windows desktop. For Version 9, the file will be “Setup_Client_Service_Tracker_91_Demo” (10.07 MB in size). For Version 8, the file will be named “Setup_Client_Service_Tracker_84_Demo” (3.24 MB in size).
(5) Double-click the setup program that you saved in Step 4 in order to run it.
(a) If a dialog box pops up asking if you want to allow the program to make changes to your computer, click the Yes button.
(b) Follow the instructions. Since Client Service Tracker is an Access database, it should be installed to your “My Documents” (or “Documents”) folder. The default location will probably be your My Documents or Documents folder.
(6) After the setup program is finished, for Version 9, check to see if you have Client Service Tracker in your list of programs accessed from the Windows Start button. You may also have chosen to have shortcuts placed on your Windows Desktop. For Version 8, check to see if you have Client Service Tracker shortcuts on your Windows Desktop. (This is not the setup program that you may have saved on your Desktop, but a shortcut labeled “Client Service Tracker”.) If your User account is an Administrator type account, you will have the shortcuts, and if not, you will need to create your own shortcuts. If you need to make your own shortcuts, do the following:
(a) Open a Windows Explorer window or File Explorer window (depending upon your version of Windows) and navigate to the place where Client Service Tracker was installed. For Version 9, this should be in a “Client Service Tracker 9” folder in your Documents folder. For Version 8, this should be in a “Client Service Tracker Demo” folder in your “My Documents” folder or in a Documents library.
(b) Right-click on the “CST Demo 32-bit” file (for Version 9) or the “Client Service Tracker Demo” file (for Version 8). On the pop-up menu click on “Copy”.
(c) Right-click on your Windows Desktop and on the pop-up menu click on “Paste Shortcut”.
(d) For Version 9, repeat the two steps immediately above for the “CST Demo 64-bit” file.
(e) Repeat steps similar to the ones above to make shortcuts for the Tutorial(s) and for the Guide.
(7) Start Client Service Tracker by double-clicking on the shortcut on your Windows Desktop, labeled either “Client Service Tracker Demo” (for Version 8) or “CST Demo 32bit” and “CST Demo 64bit” (for Version 9). Note: If you double-click on “CST Demo 32bit” and get a message that this file was created with a 32-bit version of Access, that means that you have a 64-bit version of Access. Close Access, then double-click on “CST Demo 64bit”.
(8) When Client Service Tracker starts, you might see one of the following:
(a) A dialog box labeled “Security Warning” that tells you that the file may not be safe if it contains code intended to harm your computer. If you see this dialog box, click the Open button.
(b) A bar across the window near the top, with the words “Security Warning” at the left, telling you that some active content has been disabled. If you see this bar, click the “Enable Content” button that is on the bar.
(9) For the best way to learn what Client Service Tracker can do, please work through the Tutorial document(s).
Download the Version 9 Demo Now
Download the Version 8 Demo Now