Cases

Helpful information related to general case related functions.

How do I get the date and time stamp on my video?
The system allows users to upload raw video and the system then utilizes the meta data contained the video file to place a time and date stamp on the video....
Thu, 8 Nov, 2018 at 3:56 PM
What is the blue clock icon on the case list?
You may notice a blue clock on your case list in the Scheduled column.  This is an indicator for GPS tracking. If the assigned investigator has not starte...
Fri, 9 Nov, 2018 at 11:37 AM
How do I add subject photos to a profile?
You can customize and add a photo to any subject type.  This video will walk you through the process
Thu, 8 Nov, 2018 at 3:59 PM
How do I add or reduce a case budget?
You can keep track of your budget during a case and change the budget at any time.   The video below is a great resource and includes: How to add or r...
Thu, 25 Apr, 2019 at 10:59 AM
Can I enter and keep track of client retainers?
Yes.  The system has a robust financial features that allow you to track retainers, add payments and more.   Watch the tutorial video and follow along t...
Thu, 25 Apr, 2019 at 11:01 AM
Can I search for cases by Investigator?
Yes you can search for files by investigators and other criteria via the Case Search > Advanced Search  
Thu, 20 Jun, 2019 at 10:32 AM
I have to charge sales tax. Can that be calculated?
Yes.  View this video to learn about how to enter your sales tax rate for billing purposes
Fri, 19 Apr, 2019 at 9:23 AM
What are case tags?
Case tags are a way to label certain types of cases.   Examples include RUSH, NEEDS ATTENTION, REVIEW, etc Check out this video for more information on ...
Fri, 19 Apr, 2019 at 9:53 AM
Can we print a case sheet or case details?
Investigator users have the ability to print the case details page by clicking on the drop down next to case details and clicking on Print Case Details. ...
Wed, 10 Apr, 2019 at 3:25 PM
How do I enter and create a new case?
We have a great tutorial video to help with creating new cases. This video covers these topics: Creating a New Case Quick Add Case Button Bulk Impor...
Wed, 15 May, 2019 at 1:03 PM