Below is a list of CROSStrax modules for Employee and Investigator Roles. Under each module, we mention the page or menu link that is controlled by that module  If you have any questions, simply email support at support@crosstrax.co.


Employee Role

Case Management

  • Billing & Expenses
    • Billing & Expenses tab of Case
    • Left Menu >> Reporting >> Invoice Report
    • Left Menu >> Investigators >> Generate Bill
  • Bulk Case Generator
    • Left Menu >> Cases >> Bulk Import
  • Case Detail
    • Case Detail tab of case
    • Top bar >> Calendar
    • Top bar >> Summary icon >> New Public Referrals

    • Left menu >> Cases >> Search
    • Mobile app >> Case Details
  • Case Note
    • Case Notes tab of case
    • Mobile app >> Notes tab
    • Top bar >> Email icon
  • Case Updater
    • Left menu >> Cases >> Updater
  • Client Support Desk
    • CS Desk tab of case
    • Left menu >> Reporting >> Client Support Desk
  • Files: Audio
    • Files >> Audio tab of case
  • Files: Documents
    • Files >> Documents tab of case
  • Files: Photos
    • Files >> Photos tab of case
    • Mobile app >> Photos tab
  • Files: Video
    • Files >> Video tab of case
  • IMI
    • IMI tab of case
  • QWIK data
    • QWIK data tab of case
  • Report
    • Report tab of case
  • Report Entries
    • Report Entries tab of case
    • Mobile app >> Report tab
  • Sales Reports
    • Left menu >> Reporting >> Sales Tools
    • Left menu >> Reporting >> Sales by Year/Month
    • Left menu >> Reporting >> Client Metrics
    • Left menu >> Reporting >> Work Assignment Report
  • Time Tracker
    • Case Detail >> Submenu >> Time Management
    • Left menu >> Time Tracker

CRM

  • CRM
    • Left menu >> CRM

Other

  • Chat
    • Chat module of system
  • Dashboard
    • Left menu >> Dashboard
  • GPS Tracking App
    • Left menu >> Reporting >> GPS Tracking
    • A user can see tracking by clicking on the tracking icon () throughout the system.
  • QuickBooks Integration
    • Left Menu >> Admin Settings >> Integration Settings >> QuickBooks

Settings

  • Investigator Terms

    • Left menu >> Investigators >> Documents
    • Left menu >> Investigators >> Protocols
  • Manage Account
    • Left menu >> Admin Settings >> Account & Billing
  • Manage Clients
    • Left menu >> Clients
  • Manage Investigator
    • Left menu >> Investigators >> List
    • A user can add/edit/delete investigator based on access.
  • Manage Licenses
    • Left menu >> Admin Settings >> Company Licenses
  • Manage Users
    • Left Menu >> Admin Users
  • Pre-written Content
    • Left menu >> Settings >> Pre-written Content
  • Settings
    • Left menu >> Settings >> Case Management
    • Left menu >> Settings >> Role and Access
    • Left menu >> Settings >> Email Template
    • Left menu >> Settings >> Client Type
    • Left menu >> Settings >> Note Type
    • Left menu >> Settings >> Tax Rate
    • Left menu >> Settings >> Invoice & Expense Item
    • Left menu >> Admin Settings >> Integration Settings
  • User Password Reset
    • User can update password (or send reset password link) of Admin, Investigator or Client Contact.

Investigator Role

Case Management

  • Billing & Expenses
    • Billing & Expenses tab of case
  • Case Detail
    • Left menu >> Calendar
    • Case Detail tab of case
    • QWIK data tab of case
    • Mobile app >> Case Details
  • Case Note
    • Case Notes tab of case
    • Mobile app >> Notes tab
  • Email
    • Top bar >> Send Email icon (from case page)
  • Files: Audio
    • Files >> Audio tab of case
  • Files: Documents
    • Files >> Documents tab of case
  • Files: Photos
    • Files >> Photos tab of case
    • Mobile app >> Photos tab
  • Files: Video
    • Files >> Video tab of case
  • Report
    • Report tab of case
  • Report Entries
    • Report Entries tab of case
    • Mobile app >> Report tab

Other

  • GPS tracking for Investigator

    • This module is used for the old mobile app. Not required for the new mobile app.


Check out this video for more information on Roles and Permissions