CROSStrax Help Desk
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Contact us @ 844.874.3955
Tools and Shortcuts
Watch this First - Quick Start Guide
Quick Add New Button
System Icons - Upper Right
Performing a search for cases
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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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How do I get the date and time stamp on my video?
How do I add subject photos to a profile?
How do I add or reduce a case budget?
Can I enter and keep track of client retainers?
I have to charge sales tax. Can that be calculated?
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Clients and Contacts
Creating a New Client
What if my client is a person and not a business?
Creating a New Contact
What is the difference between a client and a contact?
Is there a tutorial video I can provide to my clients?
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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
How do I build my business inside the case management system?
Creating and Editing Case Types
Creating and Editing Services
Creating and Editing Subjects
Creating and Editing Tags
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Using and Managing Investigators
What would I put in the Investigator Documents area?
Generate Bill and Paying Investigators
Can investigators search for or see more of their cases?
Do you offer investigator training?
I am getting an error with my Quickbooks integration
CRM (Customer Relation Manager)
Mobile & CROSStrax App
Where can I download the CROSStrax mobile app?
What is the blue clock icon on the case list?
3 Simple Steps to Create a Desktop Shortcut Icon to CROSStrax
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