What's New in Trackops: February 2026

New API Documentation Website 📚

  • We've started to migrate the API documentation to a dedicated Trackops API Developer site to provide more concise API documentation, along with a number of Postman integrated features. 
  • Currently the entire technical specification is now available on the new site including search examples. Additional documentation and other specific API information can still be found in the Support Center API Documentation.

Updated: Active User Detection Enhancements

  • Active user detection allows you to see other users who are viewing or editing records throughout the system. This features makes it easier for teams to avoid working on the same records at the same time.
  • Active user detection was previously only available on case updates. We've now expanded active user detection to cases, case requests and subjects.  
  • Active user detection now extends to lists, so you can quickly see who's viewing or editing right from the list:
    • A blue circle indicates a user is currently viewing the record.
    • A blue circle with a ring around it indicates a user is currently editing a record.

New: Case Assignment Distribution Report, Assignment Report Updates

  • A new distribution report is now available to report on case assignments based on a variety of criteria.  
  • The existing case assignment audit report now includes options to filter by case status and client to provide additional filtering options and to provide click throughs from the new case assignment distribution report.

New: Link Related Cases

  • It is now possible to manually link related cases together, where previously the system would only allow related cases from re-opens (i.e. -01, -02, etc...).  
  • If you routinely work cases that are loosely related but are not re-opens, you can now link these cases together for related case access and convenience of navigation.  
  • To link a related case, locate the Related Cases section of a case and click the Link Related Case link to create a new association between these cases.

New: Case Type Restrictions for Client Contacts

  • Previously, this feature was only available at the client level, however it is now possible to restrict the types of cases a client contact can submit while logged into the system. 
  • Set restrictions by editing a client contact profile and updating the Case Type Restrictions field.
  • When creating a new case, the available case types will now be filtered by the selected case type restrictions. 
  • Note, if the associated client also has case type restrictions, the available case type selections will only be a subset of the client's available case types.

Other Enhancements

  • When changing your company URL (subdomain), the system will now preserve a relationship with your previous URL/subdomain and automatically redirect users who attempt to access the system from bookmarks or links in emails.  This new feature makes it less painful to switch your company URL, without breaking shared links and saved bookmarks.
  • The Case Type API and Subject Type API now include the is_required field next to each custom field, making it easier to identify which fields are required when submitting new cases or subjects of the respective types.
  • The File API now includes a url_expiration property to provide an expiration date associated with the included file URL.
  • Syncing case status category transition times has been updated to better handle large migrations.
     
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