The Navigation Bar is located on the left side of your screen and contains tabs to make it easier to navigate to all parts of the system. The Navigation Bar contains the following tabs:
- Dashboard
- Cases
- Admin Users
- Invetigators
- My Calender
- Tasks
- Clients
- Investigator Alliance
- Company Reporting
- Chat
- CRM
- File Management
- Email Queue
- Website Intake
- Help Center
- Settings
- Logout
Dashboard:
Clicking the Dashboard tab will take you back to the homepage of your CROSStrax. You can customize what is shown on your Dashboard in your settings under System Settings.
Cases:
In the cases tab, not only can you search for or add new cases, but you can also search through the different file types (documents, photos, videos, & audio) and billing items (invoices, payments, & expenses). This is also where you can use the bulk import to upload several cases at once.
Admin Users:
This tab allows you to make changes to admin user profiles.
Investigators:
This tab allows you to see a list of investigators you have added into the system. You can also manage investigator documents and generate expense sheets.
My Calender:
This will take you to a calendar view that shows Tasks, CRM Tasks, and Events that you have scheduled. You are also able to assign cases to investigators from here by switching to the "Assign" tab
Tasks:
These are grouped into On Time, On Task, and Late. By clicking one of the categories from the drop-down menu, it will bring up a search page that will allow you to search through all tasks. You are also able to add a task from this screen.
Clients:
From this tab, you can manage your client and contact lists
Chat:
You can use the chat function to communicate with other users currently logged into your CROSStrax.
Investigator Alliance:
This tab allows you to search the Alliance for investigators to whom you would like to assign work. If you are a part of the Alliance, then you can also manage your coverage areas, services offered, and company licenses.
Company Report:
The company reporting tab allows you to run reports for various metrics throughout CROSStrax.
CRM:
In this tab, you can utilize the built-in CRM system within CROSStrax. This includes being able to add leads, events, tasks, accounts, and contacts. You are also able to run reports for metrics within the CRM.
File Management:
File Management allows you to upload commonly used documents within your company and makes them easily accessible to all admin users.
Email Queue:
The email queue will take you to the list of case related emails that are unable to be automatically associated with a case. This is typically a result of the subject's name and/or file-claim number not being present in the subject line of the email.
Website Intake:
In this tab, you will find cases or investigator applications that were submitted to your company via our CROSStrax website widget. The link below is a link to an article that shows you how to add this widget to your company website.
CROSStrax Widget: https://support.crosstrax.co/a/solutions/articles/22000238076?lang=en
Help Center:
You will find links to our knowledge base and video tutorials inside of this tab. If you are experiencing any issues within CROSStrax, you can also create a service ticket from this tab.
Settings:
The settings tab is where you will find all of your options to customize your CROSStrax to your business.
Logout:
This will log you out of the system.
There is a video that goes over all of the navigation and menu items of the system