Settings

How do I build my business inside the case management system?
Case Management is it's own category under Settings and holds all the topics that make up the Case Types. In the Case Management section you will creat...
Wed, 7 Jun, 2017 at 10:21 AM
I am getting an error with my Quickbooks integration
If you receive an error, please check to see if your Quickbooks authorization has been initiated and properly set up. Follow the below steps to reconnec...
Fri, 16 Nov, 2018 at 9:25 AM
Creating and Editing Case Types
This video tutorial discusses creating, editing and setting up the system for the types of cases you work.  There is also a great text resource below that d...
Fri, 19 Apr, 2019 at 9:49 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, 16 May, 2019 at 2:27 PM
Creating and Editing Subjects
In CROSStrax, the Subjects module defines people related to your case.  You can create as many subjects as you need to. Depending on the Case Type, you’ll s...
Fri, 8 Mar, 2019 at 1:24 PM
Creating and Editing Tags
There are Case Tags and Investigator tags.  This video provides a great explanation on both features Case tags provide a useful way to group relat...
Fri, 19 Apr, 2019 at 9:55 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...
Fri, 8 Mar, 2019 at 1:26 PM
Creating and Editing Reports
CROSStrax offers the ability to automatically produce reports, letters, and other standard forms through the use of "Document Templates" called Re...
Fri, 8 Mar, 2019 at 1:28 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
This video explains how client types are created and utilized.  If you prefer written instructions, please see the content below. During an invest...
Fri, 19 Apr, 2019 at 9:40 AM