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The Dashboard is a user-specified display of at-a-glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Clas...
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Issue Statuses
There are two Issue Statuses: Open and Closed. Issue Statuses are inherent to the system and do not require any additional steps to be activated. Many features like Automation and Dashboard are issue status dependent....
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Last Updated: 09/23/2025
in Getting Started General
You can have the system automatically convert emails into new issues through Incoming Email (IEM). You may configure Issuetrak to retrieve messages from Exchange, IMAP, POP3, Google, or Office365 mailboxes. If you are also using Issue Notificati...
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When using and configuring Issuetrak, administrators can choose how their users can authenticate based on multiple criteria and the needs of their organization. To facilitate this, Issuetrak supports multiple authentication methods.
There are t...
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Last Updated: 06/25/2026
in Getting Started General
When discussing “Issue Responsibilities,” your first thought might be the issue’s assignee, or possibly the submitter of the issue. However, there are a number of different roles within Issuetrak that tie into issue resolution and can indicate respo...
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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: 06/25/2026
in Getting Started General
Issue Templates are issue submission templates you create for commonly addressed issues. They allow you to pre-define appropriate information and values for those issues, such as the Subject, Description, Issue Type, Subtype, Priority, Email Sub...
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Last Updated: 06/17/2025
in Getting Started General
When using Issuetrak, the look and feel of the site are important as it helps provide additional information or better expresses the usage and usability of the site for your users. Whether this is the login screen having additional text or images o...
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The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
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This article only applies to the Active Directory connection type in Issuetrak, not to Active Directory Federation Services (AD FS) or Microsoft Entra ID. The IIS settings below are incompatible with AD FS and Microsoft Entra ID.
This art...