New Features Pre-Launch Webinar 4/26/18

• Related Articles

• What's New: PI Direct 360 - New Features Preview - April 27, 2018

• Does a new client receive a system generated email when a new case is entered?

  Click on Clients and go to that particular client's profile.  Look in the System Access area next to Receive EMails.  If it says Yes, the client will receive an email when a new case is entered.  If it says No, they will not.

• 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.

• Where can I get report templates?

  Q:  Where can I get report templates? A:  The system does not currently have pre-designed report templates.  The users have the ability to create and customize templates according to the preferences of their individual companies.

• Pop-Up Blocker and Billing Items

  If you experience an issue when attempting to download billing items from the financial tab be sure to disable your pop-up blocker for the site.  This action causes a new window to open and the browser at times views that as a pop-up and prevents the ...