Updated Articles

  1. About Quick Notes

    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...
  2. About the System Menu

    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...
  3. How to Renew a Client Secret

    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...
  4. Issuetrak's Release Pipeline

    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...
  5. Incoming Email Overview

    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...
  6. Issue Notifications

    Issue notifications are automatically generated based on events that occur within an issue. When an event occurs, emails are sent to users based on the role they hold on the issue. This document goes over those notifications and how they can be modi...
  7. About Priorities

    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...
  8. How to Use Issuetrak Auditing

    Issuetrak provides facilities for auditing actions taken in the administrative settings, as well as within issues. This article provides scenarios for using these auditing features to help you investigate how and when things occurred within your Iss...
  9. About Admin Auditing

    Admin Auditing gives you the ability to see changes made to critical Administrative settings within Issuetrak. Audit records are kept from the moment Admin Auditing is enabled. The Audit records can be searched and exported as a spreadsheet, and the...
  10. About Solutions

    Solutions are text templates you create for closing issues. They allow you to pre-define appropriate answers, steps, or statements that address common questions, issues, and requests. While your Agents may still change or add information once...