Popular Articles

  1. Issue Updates

    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 informati...
  2. Incoming Email

  3. About Solutions

    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...
  4. Summary Reports

    To view the list of Summary Reports, click on Reporting from the left menu > Summary Reports . These are pre-defined system reports based on the features enabled within your site. The data from these reports cannot be modified or exported...
  5. Email Tokens

    Incoming email tokens are part of the incoming email (IEM) processor. The processor reads these tokens, allowing you to update certain fields in the issue record. When an email is received, you have the ability to include tokens in the body of an em...
  6. About Embedded Images

    Your users can Embed Images — such as screenshots, pictures, or other graphics files — directly into issues and Knowledge Base (KB) articles within your site. Full functionality relies on activation of your site’s Rich Text being activated by...
  7. How to Integrate Power BI with Issuetrak

    It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
  8. How to Use Tasks Groups for Change Management Workflow

    Change Management Workflow In Issuetrak, a basic workflow must be broken down and entered as Task Groups . Those Task Groups have triggers that move you to the next step in the workflow. We’ve created a workflow diagram that appears below an...
  9. About Site IDs

    A site ID is a unique identifier that is used to validate your license, as well as distinguishing each running instance of Issuetrak from all others. Additionally, site IDs are also used as a mechanism to distinguish production sites from test sites...
  10. How to Activate Issuetrak

    When we talk about activating Issuetrak, we're talking about validating your license so that you can use your site and the features that you've purchased. Issuetrak has two methods for activation, which we can summarize below as: Auto...