Using Trackops

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
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Dashboard

• 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

• Case Distribution
• 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 in Open Office
See all 21 articles

Subjects

• 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

• Profit Distribution
• Expense Detail Report
• Sales Trend Detail
• Sales Distribution Report
• Expense Distribution
• End of Year Reporting
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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

• Scheduling Activities Through Case Events
• Finding Available Investigators through Invitations
• Configuring Task Templates
• Using Mobile Event Check-Ins
• How to Subscribe to a Calendar
• Creating and Managing Tasks
See all 9 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?

Miscellaneous

• ★ 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

Developer API

• ★ 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