The hardest part of learning something new is often getting started. Trackops has a lot of features, and while that's definitely a perk, the initial setup can sometimes be intimidating for those not used to configuring comprehensive systems that touch almost every aspect of your business.
Because of this, we've identified 10 of the most common requests from new users and brought them together in one video. Have a look, and you'll be well on your way to a Trackops configuration that's perfect for your company!
In this video you'll learn about...
- Customizing the interface colors
- Uploading your company logos
- How to customize your User Roles
- How to customize your Case Statuses
- How to create a new Subject Type
- Setting up your Case Update Types
- How to setup Case Update Presets
- Creating Document Templates
- How to setup you Invoice and Expense items
- What is the Dashboard?
- How to configure default Dashboards for clients and staff
Everything covered in these "10 Quick tips" can be also be found on our support site!