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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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These optional settings allow you to change the appearance of the site to match your company specifications. You can choose which ones you want to adjust and which ones to leave set to the Issuetrak defaults.
Click the gear icon in the up...
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Last Updated: 09/11/2025
in Getting Started General Priorities are used to indicate the relative importance of an issue. Identifying priorities among issues helps determine where a particular issue figures into the larger issue queue and how soon the issue might be addressed. Auto Assignments, Iss...
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There are several Optional Fields that you can enable within your Issuetrak site that can help you with your process workflows.
Optional Fields
Description
Issue and Search
Selecting these items w...
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This article provides steps for migrating a site with AD / LDAP-authenticated users to AD Federation Services. If you don't have AD configured but would like to configure AD FS, please see this article .
At a high level, the following things...
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When using Issuetrak, you might recognize a need to have multiple issues linked to each other for various reasons.
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Admin Auditing gives you the ability to see changes made to critical Administrative settings within Issuetrak. Audit records are kept from the moment Admin Auditing is enabled. The Audit records can be searched and exported as a spreadsheet, and the...
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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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Last Updated: 10/27/2025
in Trust Center Terms of ServiceThis article contains the terms our Cloud customers agree to when they begin using our service.
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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...