Cases
Helpful information related to general case related functions.
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 you...
Thu, 28 Feb, 2019 at 10:27 AM
The invoice item list in billing and expenses will show the service you have opened the file for and invoice and expense items you add in. Go to settin...
Thu, 21 Mar, 2019 at 9:41 AM
Inside of a case, click on Edit Case Scroll down to the scheduled date section and delete the date out. You can place another date in as well. ...
Thu, 21 Mar, 2019 at 9:47 AM
The system will pick up any email that is sent to [email protected] Example: If your account is at demo.crosstrax.co, then your system email addr...
Thu, 21 Mar, 2019 at 10:07 AM
Case assignments entered into your CROSStrax account by a client cannot be declined. You can delete the case from your system. Go to the case details p...
Mon, 8 Apr, 2019 at 2:22 PM
Click on the arrow next to "Reports" and you should see a report for SKOPENOW. Click on the report and the results will be generated in a word d...
Mon, 20 May, 2019 at 3:27 PM
This tutorial video provides an overview of the different areas of the Case Details screen. How each section is derived and it's relation to the settin...
Fri, 31 May, 2019 at 1:26 PM
Skopenow is the industry leader in providing social media data and search capability to investigators. CROSStrax has partnered with Skopenow to bring their...
Fri, 14 Mar, 2025 at 9:54 AM
Yes. That is accomplished in the Case Types area. Click on Settings > Case Types and edit the case type (or all case types). For the ...
Tue, 11 Mar, 2025 at 3:39 PM
In order to receive a notification when your investigators upload their reports please do the following: 1) Go to "Settings" in the Left-Ha...
Wed, 12 Mar, 2025 at 2:19 PM