Logo
Go to trackops.com Submit a request Sign in
  1. Trackops Support Center
  2. Using Trackops
  3. Setup & Configuration

Setup & Configuration

Follow New articles New articles and comments

  • SSO Identity Provider Guide - Microsoft Entra ID (Formerly Azure AD)
  • SSO Identity Provider Guide - Google
  • Enabling Single Sign-On (SSO)
  • Tracking Case Referrals
  • Configuring your Assignment Types
  • Building Document Templates with Google Docs
  • Configuring your Access Groups
  • How to Setup Document Templates
  • Configuring your User Security Settings
  • Configuring Case Status Triggers
  • Configuring Inbound Case Update Email Handling
  • Configuring your Payment Methods
  • Setting up your Tax Rates
  • Customizing your Case Services
  • Setting up your Case Types
  • How to setup Case Flags
  • Customizing your Case Regions
  • How to Customize your Case Statuses
  • Configuring your General Finance Settings
  • Configuring your General Case Settings
  • Configuring your Email Settings
  • Setting Up your Company Locations
  • Configuring your General Global Settings
  • How to set up and use Case Update Presets
  • How to Create Custom Fields
  • Customizing your Price Lists
  • How to set up your Invoice and Expense Items
  • How do I customize the case number?
  • Customizing the Interface Colors
  • Uploading your Company Logos