Tools and Shortcuts

This portal provides tips and instructions on the quick access tool bar and shortcuts.

Watch this First - Quick Start Guide
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Thu, 8 Nov, 2018 at 3:33 PM
Quick Add New Button
The system provides a convenient quick add button that is located in the upper right hand part of the screen. Use the Quick Add New Button to add a new c...
Thu, 8 Nov, 2018 at 3:41 PM
Time Tracker
The red box with the clock icon at the top of the screen is a convenient time tracker that will allow users to keep track of administrative time while ...
Wed, 7 Nov, 2018 at 4:47 PM
System Icons - Upper Right
In the upper right hand corner of the screen the system has various icons and notifications to keep you aware of system functions. When you click the ...
Wed, 7 Nov, 2018 at 5:29 PM
Performing a search for cases
You can perform a case search using various methods within the system.  From the left Navigation Bar you can use the quick search at the top, or click on Se...
Fri, 9 Nov, 2018 at 2:37 PM
What is the Delvepoint integration?
The integration with Delvepoint allows CROSStrax users to run database searches from within the system.  You must have a Delvepoint account to use this feat...
Wed, 21 Nov, 2018 at 8:21 AM
Delvepoint screen examples and explanations
Home Screen: Home screen of Delvepoint. “FILL FORM” Button: On every search form there is “FILL FORM” button and that is used to click and auto fill s...
Wed, 21 Nov, 2018 at 9:05 AM
Billing, Invoice and Expenses Webinar 11-28-18
Click Here to view the webinar we conducted.  Topics include billing, invoices, setting up expense items, quickbooks integration and more
Wed, 28 Nov, 2018 at 2:23 PM