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 be relayed to clients via email from the Pending Notes section on the dashboard or reviewed by other investigators working on the case.
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Pending Notes Resource Page
The pending notes section is where any case notes that are entered into the system go. When any user of the system, whether it is an admin, staff, vendor, or client user enters a note it comes to this area first. In this area you can edit the note ...
Can I add emails into the system?
Yes. You can absolutely move an email into the system. Save the email as a pdf and then upload into the system under the documents section (or whatever section you prefer). You can categorize the email in the description and then associate you see ...
I have three investigators working for me, but I have ten clients. Would a client be considered a staff member also?
No. Clients are unlimited. Often times only people you pay to work for you are considered users. In this example, you would have a total of 4 users: 1 Admin (You) and 3 Investigators.
Is there a monthly charge? How much does the system cost?
For investigators just getting started, there is a Free plan. There is no catch. This plan is ad supported, allows for 1 user and includes 25 GB of storage. A: All pricing is based on the number of users a company has. All pricing plans are on ...
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 ...