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Trackops Help Center
Setup & Configuration
Tracking Case Referrals
Configuring your Assignment Types
Building Document Templates with Google Docs
Configuring your Access Groups
How to Setup Document Templates
Configuring your User Security Settings
See all 27 articles
What is the Dashboard?
How can I Disable the Dashboard for my User(s)?
How to Configure "Default Dashboards" for Clients and Staff
Cases & Case Updates
How can I confirm investigators receive their assignments?
Managing the Case Budget
How to Reopen a Case
Downloading a Zip of Case Files
Creating Document Templates
See all 21 articles
What are "Subjects"?
How to Create a New Subject Type
Changing the Primary Subject on a Case
Changing the Default Subject Type
Adding a Subject to a Case
Searching Subject Date Fields
Expenses & Invoices
Expense Detail Report
Sales Trend Detail
Sales Distribution Report
End of Year Reporting
See all 19 articles
Clients & Users
Adding Preferred Investigators to a Client
How do I remove an employee from my system?
I Lost my Multi-Factor Authentication (MFA) Device
Configuring/Resetting Your MFA Token
How to Enable Multi-Factor Authentication
How to re-enable a locked account
See all 18 articles
Calendar & Events
Finding Available Investigators through Invitations
Configuring Task Templates
Using Mobile Event Check-Ins
How to Subscribe to a Calendar
Creating and Managing Tasks
How to Create a New Calendar
See all 8 articles
Email and Notifications
A User is Not Receiving Email from the System
How to Customize your Email Templates
Can I stop certain notifications from being emailed to me?
Account & Billing
How do I update my billing information?
How can I make changes to my subscription?
How do I convert my trial into a paid account?
Can we change our Trackops URL?
How do I cancel my account?
How do I Submit a Support Ticket?
Managing Compliance with Company Policies
Auditing Activity Through History
Does Trackops offer training and/or setup assistance?
Does Trackops have support videos?
Does Trackops have a Mobile App?
See all 17 articles
Introduction to the Developer API
How to Enable/Disable API Access
Connecting Trackops to other apps with Zapier
API Reference - Case Status History
API Reference - Client Contact Notes
API Reference - Staff Notes
See all 27 articles