CROSStrax Help Desk

QUESTION:  We are having problems with cases reopening and not moving the information over and/or creating a new case number that is not associated with the...

The format of the video determines whether or not it can be streamed or viewed within the browser. The current video player in the system supports MP4 f...

When building a report template, you may want to utilize a table for certain information.  Some investigative users prefer the table background be filled wi...

1) From the Case Detail page, click "Edit Case" 2) Scroll down to Service Schedule Information, then click "+" to add an additiona...

Yes Payments can be added in the billing & expense tab under client. Click on "add invoice item". In the cost section, put a Negative si...

If you run a search under the "invoices" tab (located under cases in the left-hand navigation bar), you can pull an Excel sheet for "invoice ...

Second part of this question often includes:  If so, do I then append the invoice with activity as we go along to cause the number to become less negative a...

If a line item was accidentally approved and you need to edit it, simply change the status back to Pending and then refresh the page.  Once that is done, yo...

Inside of a case, click on Edit Case Scroll down to Service Schedule Information, then click the "x" next to the service and the inves...

The system will pick up any email that is sent to yoursubdomain@crosstrax.co Example:  If your account is at demo.crosstrax.co, then your system email addr...