Clients and Contacts
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
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
Yes. You can have default rates and also rates for a specific client. For example, your default or standard rate may be $75.00 per hour, but your rate for...
Wed, 15 May, 2019 at 2:59 PM
No. The budget is not visible to the client unless you want them to see the budget. If you do want to allow them to see it, please go to Settings. C...
Mon, 8 Jul, 2019 at 11:23 AM
Yes. Clients can see files that are closed out in your CROSStrax account.
Wed, 10 Jul, 2019 at 3:32 PM
Yes, You can export your client list and import it into your favorite programs. Most often our users import the list into an email marketing campaign in p...
Fri, 12 Jul, 2019 at 8:17 AM
Yes. Click on Clients and go to the client's list. On the right there is a dual arrow icon. Click on that and select the client companies you want ...
Fri, 19 Jul, 2019 at 8:32 AM
Click on Settings and go to Roles & Access Under the Client Role area, click the Manage Access for the client role you want to change/edit. For ...
Fri, 25 Oct, 2019 at 8:10 AM
At this time you can not view all of the contacts. With the app you can view case details, reports, case notes, photos, and utilize the GPS tracking.
Mon, 24 Feb, 2020 at 4:13 PM
1. From the main dashboard select "Contacts" from the client's drop-down box. 2. In the next screen, you can search by account (purple arr...
Thu, 14 May, 2020 at 9:37 AM