Can I upload my company name and logo?
Yes. One of the major benefits of the system is Branding. Your company name and logo appear throughout the system giving users and clients the impression that you built the system. This can be an impressive tool you can utilize in your marketing efforts and it makes employees happy as well. It can cut down on administrative tasks that investigators are required to complete.
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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 ...
Can an subject be deleted in the case details subject tab?
While entering the subject information, my admin asst accidentally created two separate tabs in the subject section and it is causing the case name to remain blank. Solution: The first tab to the left that is black and has the lines in it is the ...
My question is do we not have the option to input our client info without setting up a user name and password?
Yes. You do not have to allow clients to have access to the system. When creating a new client, simply leave the username and password fields blank.
Can clients go online and manage their entire case load this way, i.e. request cases, upload files, create updates, etc.?
Yes. Clients can assign cases, enter instructions, case notes, etc. They do not see anything you would not want them to see such as billing, invoices, internal notes.
We are a small PI company that is interested in setting up a new case management system. Will PI Direct Link work for us?
Yes. We specialize in small PI Businesses. We have set up our pricing and protocols to assist any size PI firms, but especially those small companies.