Trackops Quick Tips Customizing Lists

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We've compiled the top ten most frequently asked questions of new users of The Dashboard lets you create a personalized screen that contains your choice of any number of "widgets". Widgets provide ... Store important notes, conversations and documents on your clients, contacts and staff! Case requests provide a way to capture case information into your system without actually creating a case. Here is more ... Learn how to get all of you questions answered when using Case update categories allow you to organize case updates by a specific type or genre. Doing so makes it easier to group similar ...

Case types are the glue that connect and configure various components to capture unique data for each type of investigation you ...

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Trackops: Assigning Case Activities via the Schedule
Trackops Quick Tips: Organizing your Dashboard
Trackops Quick Tip: Client Notes
Trackops: Understanding Case Requests
Trackops: Creating Custom Fields
Trackops: Before You Get Started
Trackops: Managing Case Expenses
Trackops - Using Case Update Categories
Trackops: Setting Up Case Types

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Last Updated: June 23, 2026

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