Getting Started
Start Here
Using Trackops
Setup & Configuration
- SSO Identity Provider Guide - Microsoft Azure
- SSO Identity Provider Guide - Google
- Enabling Single Sign-On (SSO)
- Tracking Case Referrals
- Configuring your Assignment Types
- Building Document Templates with Google Docs
Dashboard
Cases & Case Updates
- Migrating a case to a new series
- Speeding Up Delivery with Case Update Distribution Groups
- Transcribing Audio and Video Files
- Case Distribution
- How can I confirm investigators receive their assignments?
- Managing the Case Budget
Subjects
Expenses & Invoices
- Creating and Using Invoice Templates
- Managing Item Codes for your Expenses and Invoices
- Profit Distribution
- Expense Detail Report
- Sales Trend Detail
- Sales Distribution Report
Clients & Users
- Configuring Default Salespeople on Clients and Contacts
- SSO Identity Provider Guide - OneLogin
- Adding an email alias for a client contact
- Utilizing Client Invoice Rules
- Creating a New Employee
- Adding Preferred Investigators to a Client
Calendar & Events
- Setting up Folder Templates
- Activity Fulfillment Auditing
- Scheduling Assignments through Case Events
- Finding Available Investigators through Invitations
- Configuring Task Templates
- Using Mobile Event Check-Ins
Email and Notifications
Account & Billing
Miscellaneous
- ★ How do I Submit a Support Ticket?
- Configuring the Tracers Data Search Provider
- Is there a way to track system uptime and maintenance notices?
- Managing Compliance with Company Policies
- Auditing Activity Through History
- Does Trackops offer training and/or setup assistance?
Developer API
- ★ Introduction to the Developer API
- ★ How to Enable/Disable API Access
- ★ Connecting Trackops to other apps with Zapier
- Configuring API Webhooks
- API Reference - Cases
- API Reference - Case Contacts