CROSStrax Help Desk

From within CROSStrax, you can manage your clients, their physical locations, and the client contacts that work at those locations. Before you can begin add...

Yes.  You can add as many contacts to a case as necessary. Open the case you and click Edit Case.  Click the plus sign in the client section

To create a new client, click the Clients tab in the left side menu, and then click Client List from the sub-menu. This will bring you to the Client List pa...

Export the client contacts list from the CRM feature in the system.   On the left navigation bar click on CRM then CONTACTS On the Contact List on the rig...

From within CROSStrax, the client contacts that work for your clients. Before you can begin client contacts, you must first create a client.   What is t...

The Client is a Company.  The Contact is a person who works for the company.   NOTE:  For those that work domestic type cases or cases for the public, in t...

Yes,  An overview of the client portal is available below.  You can also view this video to learn about what your clients will see when they login to the sy...

When you assign a client to the file in the case details page, they will be able to log in under client and access the file. Below are instructions to send t...

You can reset a client's password in their profile. Below are the instructions. Their username is the email address you have listed in their profile. ...

This tutorial video covers The difference between contacts and clients Viewing the contact list Adding Contacts Editing Contacts Setting the cont...