Employees and Vendors
Vendors Support Resource Page
The Vendor Section provides a list of all vendors or subcontractors utilized by your company. Each vendor has a profile where you can keep their contact information, details, notes and assign them roles. You can also track their license and ...
Employees / Staff Resource Page
The Employee Section provides a list of all employees within the company. Each employee has a profile where you can keep their contact information,details, notes and assign them roles. You can also track vacation and sick days in this area as well. ...
Can investigators add updates or notes to the system?
Yes. This is an awesome feature that allows you to save time and provide updates to clients quickly. Investigators can login after they complete a task or day of investigation and write about their findings or activity. This information can then ...
Does PI Direct Link allow investigators to upload video through a login/password? How does the upload work?
Yes. Every user has a username and password. They will go to a unique web address for your company that you pick upon setup. Once logged in, the investigator would click on the case they want to upload video for, click on the video tab, pick the ...
How do I track investigator's time
Q: I want to track the time my investigators and staff spend working on a case A: The system gives the admin the ability to track the time their users and staff spend on a particular case. Direct your staff, users, and vendors once their work is ...
Can the system be used on mobile devices?
Q: Can the system be used on mobile devices? A: Yes, the system can be viewed on any device that can access the internet. The system uses responsive technology that will detect the screen size of your device and format the system screen ...
Hiding Client Information from Users
Q: How do I keep a user from seeing my client information? A: Click on Settings and go to the Case Settings Tab. Scroll down to the Case Tab Settings. The 5th row down is the Client Tab. You can hide that tab completely from Employee and ...