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Incoming Email
Applications – POP3, Secure POP3, IMAP, or Microsoft Exchange 2013 or newer
Outgoing Email / Notifications
Applications – SMTP-based outgoing email server
DPAPI Encryptio...
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Upgrade Notes
Issuetrak is not supported on in-place OS upgrades of any kind.
Issuetrak is not supported on SQL Server in-place upgrades.
Issuetrak requires that your current instance is on version 10.3.7 or higher befor...
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Upgrade Notes
Issuetrak is not supported on in-place OS upgrades of any kind.
Issuetrak requires that your current instance is on version 10.3.7 or higher before proceeding. If your environment is currently running an earlier ...
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Use the following best practices to make the most of Issuetrak’s Billing Module. These guidelines will help you maintain clarity, streamline reporting, and keep billing information organized and effective.
1. Use Clear Naming Conventions
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Issuetrak’s Billing Module allows you to customize Invoice and Work Order templates to align with your organization's branding and operational workflows. You can configure prefixes, tax rates, payment terms, and more to generate professional, brande...
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The Billing Module transforms issue tracking into a powerful tool that allows you to add detailed charges to issues, including products, services, labor, and more. You can then generate invoices, create work orders, or export the data to your accoun...
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Created On: 05/16/2025
in Integrations and Add-Ons
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Created On: 05/01/2025
in Getting Started Task-Associated User Defined Fields (UDFs) in Issuetrak allow users to connect predefined Task Groups to specific list items in customizable fields. This automation streamlines workflows by automatically assigning tasks based on user selections, mak...
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Created On: 03/24/2025
in Getting Started General The Knowledge Base is a powerful tool for helping your users manage processes and track steps to resolve or work through various processes through a centralized knowledge repository.
In this vein, the Knowledge Base can also be used to keep r...
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This document outlines the essential steps required for a successful go-live of Issuetrak, focusing on thorough testing to guarantee a smooth and seamless rollout.