Popular Articles

  1. Anatomy of an Issue

    The way the View Issue screen looks will vary from customer to customer, and even from one use scenario to the next. In this article we will show you the 'constants' of the View Issue screen, the way we've configured this screen to appear in our...
  2. Network Share for Attachments

    This article illustrates how to set up a network share to be used for attachments. These steps will only work for Anonymous Authentication, and cannot be used if you are using Active Directory (AD) Single-Sign On (SSO).
  3. About Note Tokens

    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 ...
  4. Best Practices - Issue Assignments

    Issues in Issuetrak can be assigned to agents or agent groups using various methods, both manual and automated. Assignments can occur either upon submission or later during the issue's lifecycle. This guide outlines the different assignment meth...
  5. 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...
  6. 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 ...
  7. 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...
  8. Service Contracts

    Service Contracts allow you to record the service hours available to an Organization within a specified date range. Once defined, the system will automatically subtract any labor hours recorded in an issue from the balance of hours on the Service ...
  9. Subprocessors Used by Issuetrak

    Issuetrak utilizes a variety of services and organizations for the purpose of delivering and enhancing customer experiences, marketing, and issue tracking. These services and organizations are defined as Subprocessors under the EU's General Data P...
  10. API - Elevating NLog

    The following steps can be used to help provide more feedback when encountering API problems such as "Authorization Failure" on API procedures or within the Swagger UI. Your site must be on a minimum version of Issuetrak 11.4.1 in order for these st...