Video: Subject Types and Multiple Subject Cases
If you work cases where you could have multiple subjects, this video will be helpful. The following is covered in this video: Adding and Editing Subje...
Fri, 28 Jun, 2019 at 2:19 PM
Do we have to enter a client exactly as it is in our Quickbooks?
No. You can link the client in CROSStrax to any client you want in your QuickBooks account.
Wed, 10 Jul, 2019 at 3:03 PM
I am unable to enter a second subject.
If you do not see a "+" in the subject area once you click edit case, you may need to edit the Case Type Settings Go to Settings > Case T...
Thu, 22 Aug, 2019 at 1:23 PM
Sending Video Links
1. Make sure the video you want to send is visible to the client. When the email is open on the case details page click on the "Template" drop-dow...
Wed, 6 May, 2020 at 12:52 PM
Editing and Creating Fields for Subject Type
1. Go to Settings in the left navigation bar and Select "Subject Type" in the Case Customization section.  2. Select the Manage Custom Form ico...
Mon, 24 Aug, 2020 at 12:47 PM
Delvepoint Integration Fix for Google Chrome
Type this into the chrome browser:   chrome://flags/#same-site-by-default-cookies Change “Same Site by default cookies” to Disabled Reload the browser
Mon, 18 Jan, 2021 at 3:15 PM
How to Edit Required Fields in Case Types
From your Dashboard, select “Settings” at the bottom lefthand corner of the screen. Once at the “Settings” page, selected “Case Type”, located under the C...
Tue, 3 Jan, 2023 at 4:52 PM