Keep everyone in the loop with case notes

CASE NOTES

Case Notes Tell the Story

CROSStrax provides case notes, a simple way for investigators to record information and keep each assignment organized and up-to-date. Depending on the permissions, you can elect to have all notes live immediately, or you can set the permissions so that each case note must be approved.

Investigators can quickly add notes while inside a case file or by using our iPhone or Android app. You can also attach files to your investigation notes and they are automatically saved with the note and can also be saved in the centralized document library for the case.

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Easy Centralized Reporting

Investigations always have many moving parts, and at times, involve multiple investigators. The case notes in CROSStrax will ensure the case is always updated with a name tag and time stamp for each note.

Once a note is entered, you have the ability to set a task that is associated with the note. For instance, imagine having a conversation with someone. You can outline the call in the case notes but what do you do with the action items from the conversation? With CROSStrax you can simply add as many tasks as you need and attach them to the case note; yes, it’s that easy with CROSStrax.

“We use the notes as a time log for each case. This way everyone in the company is always up-to-date with each file, and if not, just read the notes!”
– Gabriel, Director of Risk Management

Case Notes Are Chronological

Your case notes will be saved chronologically and can be read together in a scroll form so the case reads like a story. For security and accountability reasons, when a case note is added, the person who added the note and the date and time are automatically logged, as are any edits to the case notes.

 

Case Notes Are Mobile Friendly

CROSStrax is optimized for use on any mobile device and any screen size. Investigators can quickly add notes using their mobile phone or tablet, making travel that much easier. With that kind of flexibility, nothing will be missed from the case notes.

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CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.

© 2016 CROSStrax, LLC

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(407) 449-TRAX

info (at) crosstrax .co

1217 Airport Road Suite 420 Destin, Florida 32541

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