Settings

How do I implement and use investigator protocols and instructions?
You can ensure your staff and investigators are always following the instructions and protocols you set within your organization.  This is a big time-saving...
Mon, 3 Feb, 2025 at 12:52 PM
What is a Service Status?
This tutorial video that covers Service Statuses For more CROSStrax videos, check out the CROSStrax Video Library
Fri, 19 Apr, 2019 at 9:33 AM
Can the system be used outside the United States?
Yes, the system can be utilized outside of the United States.  The system has various features that can be customized. 
Wed, 5 Mar, 2025 at 2:56 PM
Can I customize my invoice?
Yes You can add a customized message, Tax ID number, PI License number or any other message you would like to your invoice.   You can also select from var...
Thu, 20 Jun, 2019 at 10:35 AM
How do I setup the system email for Microsoft 365?
Click on Settings in the left hand navigation bar. In the Integrations Section - Click on Email & SMTP  Choose "Yes" to the question ...
Wed, 2 Sep, 2020 at 9:51 AM
How do I setup the SMTP email for Google, Yahoo, Rackspace or GoDaddy mail?
Click on Settings in the left hand navigation bar.  In the Integrations Section - Click on Email & SMTP Choose "Yes" to the question ...
Wed, 2 Sep, 2020 at 9:45 AM
How do I change the time zone?
You can set the system time to reflect the time zone you are located in. Click on the Account drop down menu and select Account & Billing In the ...
Wed, 2 Jan, 2019 at 9:17 AM
Date and Time customization and formatting
Within the system you can customize your time format, date format and currency symbol.  This video goes over the various options.  If you prefer a text vers...
Wed, 1 May, 2019 at 3:52 PM
The system does not show a case service for a certain type of case.
The service(s) may not be associated with the type of case you are trying to add it to Click on Settings > Case Type  then click on the type of case y...
Wed, 10 Jul, 2019 at 3:31 PM
My investigators and/or clients are not receiving system emails
There are a few things to check if the emails sent from the system are not received. 1.  Have the user check their spam or junk folders.  This is the mo...
Fri, 8 Mar, 2019 at 8:56 AM