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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 " Can create/ma...
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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 acknowledg...
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Last Updated: 04/16/2024
in Getting Started General The ability to efficiently categorize and organize data is crucial for making informed business decisions. Among the variety of tools offered by Issuetrak, the Locations and Regions feature stands out as a versatile resource.
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With Issuetrak 17.1, we have added a new function to provide access to your Issuetrak site to our Issuetrak Support teams. The new option to "Enable Support Access" enables an account that a Support team member can then use to log into your site. Yo...
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Last Updated: 11/02/2021
in Trust Center General The GDPR became effective on May 25, 2018. The GDPR is enforceable in the United States through international laws and trade agreements. If you process personal information relating to European Union citizens, then you are subject to complying with ...
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You can create custom links that appear on the left menu. There is no limit to the number of links created, and they may be direct links to any URL you wish.
Adding Custom Links
Steps:
Click the gear icon in the upper righ...
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This article explains the License screen within Issuetrak.
Your License determines how many Agents you have, which add-ons can be activated, whether your site is for Testing or Production, and when access to your site will expire.
Sit...
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Solutions are text templates you create for closing issues. They allow you to pre-define appropriate answers, steps, or statements that address common questions, issues, and requests.
While your Agents may still change or add information once...
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The My Settings page can be accessed by clicking your username in the upper right and clicking My Settings . This page allows you to change a few preferences for the current user account.
If Record all login attempts is enabled on the S...
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Hours of Operation are the days and times your operation opens and closes during the week (e.g. Monday-Friday/9 am-5 pm, 24 hours) and any specific dates it closes during the year (e.g. holidays).
The system uses these times and dates to calcul...