CROSStrax Help Desk
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CROSStrax Case Management Software
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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How do I get the date and time stamp on my video?
What is the blue clock icon on the case list?
How do I start to create my own custom report template?
How do I add subject photos to a profile?
How do I add or reduce a case budget?
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Clients and Contacts
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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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
CROSStrax Video Tutorial Library
Quick Add New Button
System Icons - Upper Right
Performing a search for cases
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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
Can I delete an admin user?
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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)
Can a lead be converted to a client?
How do I change the background on task enteries
Recommendations on handling leads in CRM
I cannot see my case on the dashboard
Can I customize or edit the dashboard?
How do I run a report on my cases?
Accessing details of Sales Numbers from Sales by Year/Month Module
Mobile & CROSStrax App
Where can I download the CROSStrax mobile app?
Samsung, Andriod and IPhone GPS Settings
I missed the What's New Webinar. Can I get a recording?
The Investigator Alliance
The Investigator Alliance
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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