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 ...

• 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 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 ...

• Adding Multiple Assignment Dates to the Calendar

  Q:  When I set up a case the case is displayed on the calendar.  I would like the ability to add additional days to the case. not sequentially, and have them display on the calendar also. Case in point; I have a case that we are working now for an ...