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Created On: 03/27/2024
in Getting Started General Below are recommendations aimed at maximizing the value of consultation sessions with Issuetrak Professional Services:
Recommendation
Supplementary Details
Install the site
(Not applicable for Clo...
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Created On: 03/22/2024
in Getting Started
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Created On: 03/22/2024
in Getting Started General The ability to efficiently categorize and organize data is crucial for making informed business decisions. Among the variety of tools offered by Issuetrak, the Locations and Regions feature stands out as a versatile resource.
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Created On: 03/22/2024
in Getting Started General Beginning with version 16.5, Issuetrak provides the ability for you to add embed codes to your site. When we talk about embed codes, we're referring to little snippets of JavaScript or HTML that you can leverage to improve your site experience or ad...
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You can create chat shortcuts, which is an automation that allows chat agents to enter a simple command in their chat window in order to display their choice of canned messages.
Steps:
Log into the Admin Dashboard.
Navigate to Set...
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Our Chat add-on makes it quick and easy for your customers to get a hold of you via your Issuetrak site. But your customers, despite the CHAT tab being visible, might not realize that this is an option. Consider configuring Proactive Chat in y...
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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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Created On: 01/04/2024
in Using Issuetrak General Understanding the anatomy of an issue and being knowledgeable about the updates that can be made are essential for effective issue management in Issuetrak. This table combines a description of each type of update along with other practical informati...
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Created On: 12/28/2023
in Getting Started General Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
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Created On: 12/13/2023
in Getting Started General The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...