Updated Articles

  1. About the Features Screen

    The Features page allows you to activate additional features on your site. Only features included in your license can be activated. However, you may evaluate or add other Features at any time by requesting an updated license from our Technical Sup...
  2. About Locations and Regions

    Locations and Regions reflect physical user, issue, and asset locations. Regions generally define a larger area, while Locations are smaller entities within a Region. A Region might be defined as a state and a corresponding Location within that ...
  3. Chat

  4. Service Level Agreements

  5. Asset Management Module

  6. Billing Module - Best Practices

    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 ...
  7. Configuring Proactive Chat

    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...
  8. Time and Event-Based Automations

    Introduction Issuetrak, a powerful issue tracking and management system, provides automation features that streamline processes, save time, and improve workflow efficiency. There are two distinct types of automations: Time-Based workflows...
  9. Multi-factor Authentication

    This article is intended to inform administrators on how to configure MFA in Issuetrak. If you are not an administrator, then you should instead view the steps for configuring MFA as a user in the My Settings article. Issuetrak natively...
  10. How to Reset a Password

    This article explains the various methods a password reset can be performed for a user’s account. There are three methods with which a password can be changed depending on the configuration of the Issuetrak site and the permissions granted to t...