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Our Chat add-on makes it quick and easy for your customers to get a hold of you via your Issuetrak site. But your customers, despite the CHAT tab being visible, might not realize that this is an option. Consider configuring Proactive Chat in y...
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We've built into Issuetrak the ability to print the content of the description field and individual notes within each issue. This can be useful for the purpose of sending legacy (ie. snail) mail on your own letterhead to your customers to acknow...
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Created On: 01/04/2024
in Using Issuetrak General Understanding the anatomy of an issue and being knowledgeable about the updates that can be made are essential for effective issue management in Issuetrak. This table combines a description of each type of update along with other practical info...
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Created On: 12/28/2023
in Getting Started General Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
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Created On: 12/13/2023
in Getting Started General The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...
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Quick Notes (which we'll occasionally shorten to just "Notes" in this article) are pre-fabbed blocks of text that you can define ahead of time, and which you can quickly bring into issues and knowledge base articles. Only agents with &...
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Issue tokens are placeholders for information that you can add to a note, which will be replaced with the actual information once the note is saved to an issue. They may be stored in other places raw only to be replaced when a note based on them is ...
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Created On: 10/30/2023
in Getting Started General Introduction
Issuetrak is an incredibly configurable and flexible tool, allowing you to customize it to fit various business models. While configuring Issuetrak may initially appear challenging, we are here to guide you through every step of ...
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Introduction
Issuetrak, a powerful issue tracking and management system, provides automation features that streamline processes, save time, and improve workflow efficiency. There are two distinct types of automations: Time-Based workflows...
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One of the great things about the Surveys Module is its versatility. Even departments within your company that are not currently using Issuetrak can benefit from a free end-user account dedicated for nothing more than creating their own surveys. Thi...