Clients and Contacts

Creating a New Client
From within CROSStrax, you can manage your clients, their physical locations, and the client contacts that work at those locations. Before you can begin add...
Wed, 15 May, 2019 at 1:13 PM
What if my client is a person and not a business?
To create a new client, click the Clients tab in the left side menu, and then click Client List from the sub-menu. This will bring you to the Client List pa...
Wed, 7 Jun, 2017 at 5:31 PM
Creating a New Contact
From within CROSStrax, the client contacts that work for your clients. Before you can begin client contacts, you must first create a client.   What is t...
Wed, 15 May, 2019 at 1:16 PM
What is the difference between a client and a contact?
The Client is a Company.  The Contact is a person who works for the company.   NOTE:  For those that work domestic type cases or cases for the public, in t...
Mon, 6 May, 2019 at 3:21 PM
Is there a tutorial video I can provide to my clients?
Yes,  An overview of the client portal is available below.  You can also view this video to learn about what your clients will see when they login to the sy...
Tue, 13 Nov, 2018 at 12:04 PM
How can we make cases viewable to the client and give them access to the system?
When you assign a client to the file in the case details page, they will be able to log in under client and access the file. Below are instructions to send t...
Sun, 18 Nov, 2018 at 6:53 PM
How do I reset a client's password?
You can reset a client's password in their profile. Below are the instructions. Their username is the email address you have listed in their profile. ...
Sun, 18 Nov, 2018 at 6:56 PM
Video: Contacts
This tutorial video covers The difference between contacts and clients Viewing the contact list Adding Contacts Editing Contacts Setting the cont...
Thu, 2 May, 2019 at 7:31 AM
Video Tutorial: Clients
This video tutorial includes The difference between Clients and Contacts How to add new clients Viewing a list of clients How to view and edit a client...
Thu, 2 May, 2019 at 7:37 AM
Video Tutorial: Client Roles and Access
This video tutorial covers how to control what a client user is able to do and see.  Topics include: Where to manage client roles in Settings Adding, ed...
Thu, 2 May, 2019 at 7:53 AM