Settings

Creating and Editing Subjects
Examples of Subject Types Insurance Cases:  Claimant, Witness, Plaintiff, etc Domestic Cases:  Subject, Spouse, Family Member, etc Legal Cases:  Plaintif...
Thu, 3 Sep, 2020 at 9:55 AM
3 Simple Steps to Create a Desktop Shortcut Icon to CROSStrax
The following steps will guide you through the process of creating a desktop shortcut for the CROSStrax website using Firefox, Chrome or Internet Explorer (...
Tue, 25 Feb, 2020 at 4:17 PM
Creating and Editing Case Types
What are case types? When you're at a party and someone asks you "What type of cases do you work".  Those are your case TYPES. Domestic, In...
Thu, 3 Sep, 2020 at 10:04 AM
Creating and Editing Services
What is a case service? Case services are the actual services or products you will perform for your clients.  For example, surveillance, a recorded stateme...
Thu, 3 Sep, 2020 at 10:12 AM
What is the difference between a Case Type and a Case Service?
A case type is a very broad and general scope of the type of investigations you do.  Think about this, if you're at a party and someone asks "What...
Thu, 3 Sep, 2020 at 10:13 AM
Creating and Editing Tags
There are Case Tags and Investigator tags.  This video provides a great explanation on both features Click on Settings Choose Case Tags in the Case ...
Thu, 3 Sep, 2020 at 10:14 AM
Creating and Editing Report Entries
CROSStrax makes generating reports the easiest part of the investigation. Report Entries are blocks of information that will be added throughout the investi...
Wed, 13 Jan, 2021 at 3:57 PM
Creating and Editing Report Templates
CROSStrax was created to help make the investigation process run smoothly. One way this is possible is through the use of Report Templates. Report Templates...
Wed, 13 Jan, 2021 at 4:04 PM
What are document categories?
Document categories are designed to help you categorize documents into groups making the location and organization of large amounts of documents easy!  This...
Fri, 19 Apr, 2019 at 9:38 AM
Creating and Editing Client Types
During an investigation, it's possible to have just one client to communicate with but it's also possible you may have multiple points of co...
Thu, 3 Nov, 2022 at 4:31 PM