Popular Articles

  1. About Printing Notes

    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...
  2. Saved Searches

    Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Exce...
  3. GDPR Compliance FAQ

    What is the GDPR? The General Data Protection Regulation (GDPR) is a law that was passed by the European Union to go into effect on May 25, 2018. This law is intended to protect the rights of EU citizens (defined as natural persons ) to contro...
  4. How To Comply with GDPR Information Requests in Issuetrak

    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 ...
  5. About the License Screen

    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...
  6. My Settings

    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...
  7. Hours of Operation

    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...
  8. Survey Reporting

    Once a survey has a completed response, there may be a need to filter the responses by different criteria or the need to export data to be organized into a different format, such as charts or graphs, to allow for reporting. There are 2 methods ...
  9. Preparing to use the Active Directory LDAP Integration

    This article goes over the prerequisites for using the Active Directory (AD) LDAP integration in Issuetrak.   Verifying AD information Organizations within Issuetrak are generally used to represent companies and / or companies’ customers...
  10. Granting permissions to Agents

    If you brought in all of your users with the same End User template , you’ll want to go ahead and put your Agents into Issuetrak Groups to grant them higher permissions. You can create as many groups as needed, and users can be members of mor...