Adding Preferred Investigators to a Client

In some situations, a client may require that only a pre-approved set of investigators be assigned to the cases you work for them, often called a vendor panel. To resolve this requirement, Trackops offers the "Preferred Investigators" feature which allows you to define appropriate investigators on a client by client basis.

To add or remove investigators from a client's preferred investigator list, first navigate to the client's profile.  From here, click the Preferred Investigators tab, and then Add Preferred Investigators.  


Choose the investigator(s) that you wish to associate with this client, and click save. 

That's it! Now, when assigning investigators to cases for this client, preferred investigators will appear in their own group at the top.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request