From within CROSStrax, the client contacts that work for your clients. Before you can begin client contacts, you must first create a client.  


What is the difference between a Contact and a Client.  The Client is a Company.  The Contact is a person who works for the company.  Think about this scenario ABC Law Firm (Company) has 25 Attorneys (Contacts) that work for them.


To create a new contact, click the Clients tab in the left side menu, and then click Contact List from the sub-menu. This will bring you to the Contact Search page. In the top right of the page, click Add Contact.


You will now have the opportunity to create a new contact by adding the following:

  • Client - First you'll select the client this contact should be associated with.
  • Name - The name of the individual at the company or organization. 
  • Title - The position or role the individual has at the company or organization.  
  • Phone Numbers - You can add up to two telephone numbers for each contact.
  • Fax - The primary fax number for this client.
  • Email - The primary email, will also be used as the contacts Username in CROSStrax.
  • Password - This will auto-populate and you can send a new username & password to this user by checking the corresponding box. Also, you can ask that the contact reset their password on on their next login by checking the corresponding box.
  • Manager - If the contact has a manager that is already added in CROSStrax, you can select their manager here to create a business hierarchy.
  • Active/Inactive - This will decide if the contact's account is active or inactive.
  • Addresses - The address of the company or organization. The address will auto-populate, so if different, you must edit the addresses - physical and mailing. Start typing the address into the box that says "Enter a location". Once you see the desired address, select it from the menu and the system will auto-populate the rest of the address fields.


Once you've completed these steps, click Submit to complete the entry.  For more help working with Contacts, check out the tutorial video below.





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