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The Events feature allows permitted users to schedule and post issue-related, informational, and Out of Office events on a shared calendar within your site’s interface.
Issue-related events are displayed on both Events and the associated is...
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Introduction
This article is intended to assist the Issuetrak administrator with using the Issuetrak Deployment Manager (IDM) to upgrade an existing installation of Issuetrak. The IDM provides a graphical wizard interface for upgrading ...
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Customers using Issuetrak's Cloud service can use one of the below three methods to configure outbound email for their site(s):
Use Issuetrak's mail service with a Myissuetrak.com sender domain
Issue notifications will be sent fro...
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This article provides access to general documentation for all currently supported versions of Issuetrak.
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This section allows you to set system-wide parameters. You can leave these set to the Issuetrak defaults or adjust as needed at any time.
Be advised, this page requires SysAdmin permission to access and maintain, and will be unavailable if...
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Issue Auditing allows you to capture most changes made to each issue record. Audit records can be searched from either the issue or the Administration menu, reported on using the Report Writer, and archived by date range.
Activating Issue A...
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It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
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Last Updated: 06/17/2025
in Using Issuetrak General
Custom Reports can be very helpful to managers that wish to obtain data about the productivity of their agents. In this article, we’ll take a look at using the Custom Reports feature to create a custom summary report. It’s important to note that the...
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Last Updated: 06/17/2025
in Using Issuetrak Best Practices
Several tasks may be grouped together and collectively added to an issue. These pre-defined Task Groups can maintain a consistent workflow in the course of resolving issues. Within Task Groups, dependencies among tasks can be established, e.g. tas...
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The main survey page displays a list of all surveys. All surveys are always in one of three states: Design , Open , or Closed . When a survey is first created, it is in Design mode while the owner creates the survey. Once a survey is ready to l...