Settings

What permissions can I control in Roles and Access?
Below is a list of CROSStrax modules for Employee and Investigator Roles. Under each module, we mention the page or menu link that is controlled by that mod...
Wed, 24 Apr, 2019 at 3:16 PM
How do I implement and use investigator protocols and instructions?
You can ensure your staff and investigators are always following the instructions and protocols you set within your organization.  This is a big time saving...
Fri, 19 Apr, 2019 at 9:43 AM
What is a Service Status?
This tutorial video that covers Service Statuses For more CROSStrax videos, check out the CROSStrax Video Library
Fri, 19 Apr, 2019 at 9:33 AM
Can the system be used outside the United States?
Yes.  The system has various features that can be customized.  Watch the video below to learn more about international address and map capabilities.
Tue, 13 Nov, 2018 at 1:14 PM
Can I customize my invoice?
Yes You can add a customized message, Tax ID number, PI License number or any other message you would like to your invoice.   You can also select from var...
Thu, 20 Jun, 2019 at 10:35 AM
How do I setup the system email for Microsoft 365?
Click on Settings in the left hand navigation bar. In the Integrations Section - Click on Email & SMTP  Choose "Yes" to the question ...
Wed, 2 Sep, 2020 at 9:51 AM
How do I setup the SMTP email for Google, Yahoo, Rackspace or GoDaddy mail?
Click on Settings in the left hand navigation bar.  In the Integrations Section - Click on Email & SMTP Choose "Yes" to the question ...
Wed, 2 Sep, 2020 at 9:45 AM
How do I change the time zone?
You can set the system time to reflect the time zone you are located in. Click on the Account drop down menu and select Account & Billing In the ...
Wed, 2 Jan, 2019 at 9:17 AM
Date and Time customization and formatting
Within the system you can customize your time format, date format and currency symbol.  This video goes over the various options.  If you prefer a text vers...
Wed, 1 May, 2019 at 3:52 PM
The system does not show a case service for a certain type of case.
The service(s) may not be associated with the type of case you are trying to add it to Click on Settings > Case Type  then click on the type of case y...
Wed, 10 Jul, 2019 at 3:31 PM