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
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
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?
See all 12 articles
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?
See all 7 articles
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
See all 22 articles
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
Mobile & CROSStrax App
Where can I download the CROSStrax mobile app?
What is the blue clock icon on the case list?
Help Desk Software