Clients and Contacts

Changing Client Contact Information
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...
Tue, 18 Mar, 2025 at 10:14 AM
Updating Client Information
1.  From your CROSStrax page, select “Client List”, underneath the “Client” tab underneath the menu on the lefthand side. 2.  Once on the “Clien...
Tue, 10 Jan, 2023 at 8:17 AM