Cases

Helpful information related to general case related functions.

When entering a retainer, must we immediately produce an invoice for that retainer, showing the negative balance?
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...
Mon, 25 Feb, 2019 at 11:25 AM
How do I edit an invoice item?
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
How do I edit an invoice item?
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
I created new invoice items in settings and they are not in the pick list
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
I need to cancel a scheduled investigation date or day of surveillance?
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
How do I get case related emails into the system?
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...
Thu, 21 Mar, 2019 at 10:07 AM
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 setti...
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...
Mon, 17 Feb, 2020 at 9:51 AM