Tools and Shortcuts

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

What devices are supported by CROSStrax?
The two most recent of any web browser are supported by our team.  We strongly recommend using Google Chrome. For mobile devices, we support the last 3 ...
Wed, 27 Feb, 2019 at 1:37 PM
What is the CROSStrax Widget?
The widget allows you to add a case assignment form to your company website.  Clients can go to your website, enter case information, and it is placed into ...
Thu, 20 Aug, 2020 at 3:40 PM
The CROSStrax navigation menu overview
Learn what features the system has to offer with an overview of the left hand side Navigation Menu
Fri, 19 Apr, 2019 at 10:02 AM
Video Tutorial: Investigator Documents
This tutorial video includes Overview of the Investigator documents feature Examples of how to use the documents section Prioritizing and ordering the d...
Thu, 2 May, 2019 at 7:40 AM
Can investigator users communicate via the chat feature?
No.  The chat feature is for admin users. All admin users will show and can communicate on the chat.
Tue, 23 Jul, 2019 at 2:38 PM
Is the calendar available with every package and how do you add tasks to the calendar?
The calendar is available on every package. Tasks can be added to the calendar utilizing three different options: From the case itself. The task list....
Mon, 24 Feb, 2020 at 4:39 PM
How do I opt in to receive text messages?
Click on your name in the upper right and click the drop down.  Select My Profile from the menu Enter the number of the mobile phone you wish to recieve...
Thu, 27 Feb, 2020 at 9:56 AM
Using Audio Transcription in the case file.
First go to "Account and Billing" section under My Profile in the top right hand corner of your screen. Then check the box next to "Activa...
Fri, 3 Apr, 2020 at 2:37 PM
How to edit/remove employees who receive email updates.
1. Click on the "Settings" option on the left side of the user interface (red arrow). Then select "System Notification (blue arrow)" und...
Mon, 4 May, 2020 at 8:29 AM
Connecting Zoom PRO or Higher Account to CROSStrax
Installation Follow the below steps to install/connect your Zoom account with CROSStrax to access CTX Vision for managing meetings or statements for your c...
Tue, 4 Aug, 2020 at 7:12 AM