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This article describes what is needed to get your instance of Issuetrak working with Zapier.
Ensure that you are on the Correct Version of Issuetrak
If your Issuetrak instance is hosted in the cloud by Issuetrak, then you do not need t...
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The Custom Record Table contains records with up to 50 text fields of reference information that can be used to associate just about anything to an issue, such as contact records, parts, contracts, contractors, customers, or rooms. Each field ca...
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The All Restrictions screen is a centralized location from which you can view and manage visibility restrictions in your Issuetrak site.
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Last Updated: 06/24/2025
in Getting Started General Causes is an optional field allowing for root causes to be identified within issues. Identifying the cause of an issue can increase your ability to quantify and appropriately address known problems. This feature may be of particular interest to Is...
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Last Updated: 01/22/2026
in Using Issuetrak General Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Scheduled Issue , or Issue Template . The Task Manager is also used to build out workflows with process options that change issue values or trigger addit...
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This article describes how to update a large number of specific issues (Mass Update), as well as how to delete a large number of specific issues (Mass Delete).
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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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Last Updated: 08/25/2025
in Getting Started Deployment Now that your site is deployed, you have the opportunity to do some post-deployment configuration of the site. All of the steps below are optional, and you will need to use your best judgement on whether following them will benefit you.
You can...
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Last Updated: 05/29/2026
in Getting Started General Departments allow you to organize users based on the functional units they serve within your Organization, such as Accounting, Marketing, IT, etc. More importantly, Departments add another layer to your system’s data filtering options and a whole ...
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The Labor Hours field can be used to record, display, aggregate, and report upon the number of labor hours related to issues, projects, and tasks.