i-Trax Screen Shots:

Main Page
The main page of i-Trax displays the quick search form, a menu bar, the user's most recently accessed projects, and a list of newly created projects within the user's group.

Project numbers are hyperlinked to the project detail and documentation pages. The folder icon adjacent to each project provides quick access to your project files. This requires a global setting specifying the file server and location of your project data.

Create New Project

New projects are created using either existing client data or entering new client information. The client database is accessed thru a quick search form on this page.

Project Details

Enter project details or add quick notes related to the project.

Desktop Searching

Quickly search,create new project's or jump to the main screen from your Windows Desktop.

Search results

One click access to Project information or Client information. Clickable folders to the project files.
The results can also be exported to Excel

Advanced Search

Find a list of projects with some or exact project information either by searching by project details,dates or by project group

Documentation

Attach files or notes to the project information.
Forward an email and have i-Trax file it under the project information.
Record the date and time of email/calls and other information.
Organize it with global or custom project folders.

New Documentation

Write new documentation, attach files, then email a copy to a co-worker.

Custom Reports

Create a report with the fields of your choice, limit the report to client,date range, project group and many other options.

Custom Report Results

View, print or export your reports

Project Groups

Group project's together by office or other name of your choice.
Customize the Project number to suit your business.

Users/Staff

Enter usernames for your staff.
S elect a default project group and set permissions for the tasks that are allowed for that user.

Custom Fields

Create custom fields to suit your needs.
Choose from seven different field types.
Alter the order that your fields show.

Clients

Keep track of Client information and have access to the most resent project's with that client