My question is do we not have the option to input our client info without setting up a user name and password?

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• 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 ...

• I forgot my password. How do I reset it?

  Q:  I forgot my password.  How do I reset it? A:  PI Direct Link staff DOES NOT have access to you or your users passwords.  We CANNOT change or send passwords.   To reset your password go to your login page.  Click on Forgot Password.  Enter the ...

• Can I delete a client?

  You can make a client inactive and remove them from certain lists.  Due to the security features of the system, users do not have the ability to delete an entire client to prevent accidental data loss.  We have feedback from users and may implement ...

• Investigator is not in the drop down list

  Q:  I created a new investigator or employee and they are not in the drop down list when I try to associate or assign them to a case. A:  The solution for this question is the same for Employees and Vendors.  Go to the Employees or Vendor list by ...

• 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 ...