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
Case Types will be the variable that builds your unique investigation business. Whether you’re running one department within an organization, or building a ...
Fri, 8 Mar, 2019 at 10:28 AM
Creating and Editing Services
Case services are the actual services or products you will perform for your clients.  For example, surveillance, a recorded statement, or a document r...
Fri, 8 Mar, 2019 at 11:00 AM
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
Case tags provide a useful way to group related assignments together and to quickly tell users what an assignment is about. Tags also make it easier for use...
Fri, 8 Mar, 2019 at 11:06 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
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 conta...
Fri, 8 Mar, 2019 at 1:31 PM
What is pre-written content?
CROSStrax attempts to automate even the most mundane tasks. Our pre-written content feature will save hours of report time each week for your investigators ...
Fri, 9 Nov, 2018 at 2:00 PM