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Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...
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In Issuetrak’s Billing Module, customer management is streamlined by treating Organizations as "Customers" for consistency with billing terminology. This view introduces two billing-specific fields:
Billing Reference - used for trac...
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Global Issues in Issuetrak allow you to link multiple related issues together and manage them as a single, collective item. This is especially useful when the same problem affects multiple users or customers, or when you need to proactively notify s...
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Last Updated: 10/20/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...
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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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All system-level defaults and configuration options are maintained within the System submenu within the Settings Lightbox.
Only users with Sys Admin permissions can view and manage all system-level options. However, users with Can acces...
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When you generate a client secret as a part of an app registration for Microsoft 365, at some point that secret will expire and need to be renewed. We recommend using certificate authentication instead of client secrets when you utilize our i...
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Last Updated: 09/23/2025
in Getting Started Pre-Deployment You might be curious about how Issuetrak's release pipeline works. This article serves to answer some common questions we get about this.
Where can I find the latest release notes?
You can find those right here .
I missed s...
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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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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...