The integration with Delvepoint allows CROSStrax users to run database searches from within the system. You must have a Delvepoint account to use this feature. For more information, please visit http://www.delvepoint.com/crosstrax/index.html
Troubleshooting and Key Points
Be sure the email address you use for CROSStrax and Delvepoint accounts match. If they are different, please let us know
This video explains more about the Delvepoint Integration including:
- Setting up the integration
- How to integrate your existing Delvepoint account
- How to conduct searches inside a case