Cases

Helpful information related to general case related functions.

When a client assigns a new case through the web portal..is there an option to accept or decline it before it is actually a "New Case"?
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
How do I generate and/or download a SKOPENOW report?
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
Case Details overview
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
What is Skopenow?
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
Is there a setting so the system does not process video when it is uploaded?
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
Notification for Uploaded Investigator Reports
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
Can you recover deleted case files
If a case file has been deleted and needs to be recovered we can restore the file;  but, there will be a $95/hour diagnostic/recovery charge.   First, w...
Thu, 3 Sep, 2020 at 10:44 AM
Adding Multiple Subjects To A Case
In order to add multiple subjects to a case, you must first make them available to use inside your case types. To do this, please follow the below steps: ...
Wed, 12 Mar, 2025 at 3:48 PM
How do investigators enter mileage?
In order to enter mileage you need to be under the case file.  Once you have opened the case file click on the Billing & Expenses tab Click on Add ...
Wed, 12 Mar, 2025 at 3:53 PM
How do I change the default information that appears in the invoice line item description?
You can customize the information that appears in the description of invoice and expense line items by following the below: 1) Go to "Settings"...
Thu, 13 Mar, 2025 at 8:54 AM