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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
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
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
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
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
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
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