CROSStrax Help Desk

Settings 48

• Creating and Editing Subjects
• 3 Simple Steps to Create a Desktop Shortcut Icon to CROSStrax
• Creating and Editing Case Types
• Creating and Editing Services
• What is the difference between a Case Type and a Case Service?

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Cases 69

• How do I get the date and time stamp on my video?
• How do I add subject photos to a profile?
• What is the blue clock icon on the case list?
• How do I add or reduce a case budget?
• How to add Sales Tax?

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Clients and Contacts 21

• Creating a New Client
• Can multiple clients, attorneys, managers, etc be added to a case?
• What if my client is a person and not a business?
• I need to make mailing labels for my clients.
• Creating a New Contact

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Account Management 22

• How do I update my company's information?
• How do I change or cancel my CROSStrax service plan?
• How do I update my payment method or see previous transactions?
• How do I upload my company's logo?
• PI Direct Link to CROSStrax Webinar

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Tools and Shortcuts 25

• CROSStrax Video Tutorial Library
• Quick Add New Button
• Time Tracker
• System Icons - Upper Right
• Performing a search for cases

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Admin Settings 10

• How do I add and track my company's investigation licenses?
• How do I add/integrate my email client credentials?
• How do I add/integrate my QuickBooks online account?
• How do I create or add a new Admin user
• Can I delete an admin user?

View all 10

Investigator Users 14

• Using and Managing Investigators
• What would I put in the Investigator Documents area?
• Can I put files for investigators in the File Management Section?
• Creating Time Sheets and Expense Reports
• Can investigators search for or see more of their cases?

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CRM (Customer Relation Manager) 5

• Can a lead be converted to a client?
• How do I change the background on task enteries
• Recommendations on handling leads in CRM
• CRM Webinar
• CRM and Admin Color Change

Dashboard 2

• I cannot see my case on the dashboard
• Can I customize or edit the dashboard?

Company Reporting 2

• How do I run a report on my cases?
• Accessing details of Sales Numbers from Sales by Year/Month Module

Mobile & CROSStrax App 2

• Where can I download the CROSStrax mobile app?
• Samsung, Andriod and IPhone GPS Settings

What's New 1

• I missed the What's New Webinar. Can I get a recording?

Webinar 1

• Uploading Evidence into a Case and Updating Clients

The Investigator Alliance 12

• Do I have to enter my credit card to signup for The Investigator Alliance
• Setting up your company profile - DO THIS FIRST!
• Can I upgrade from The Investigator Alliance to a CROSStrax subscription?
• How do I login to The Investigator Alliance
• Where do I go to set rates and coverage area for The Investigator Alliance

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