CROSStrax Help Desk
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Knowledge base
CROSStrax Case Management Software
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?
View all 48
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?
View all 69
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
View all 21
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
View all 22
Tools and Shortcuts
25
CROSStrax Video Tutorial Library
Quick Add New Button
Time Tracker
System Icons - Upper Right
Performing a search for cases
View all 25
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?
View all 14
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
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
View all 12
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