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?
See all 68 articles
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
See all 22 articles
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?
See all 8 articles
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?
See all 14 articles
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?
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