CoreTrac Customer Support

Essential Articles

• CoreTrac Sev-1 Handling
• CoreTrac Release Notes

DB

• Unable to change the Product Type
• Bulk import contacts and activities into the database
• Request To Map User Initials
• Checking Job errors in the Job History screen
• How to Pause & Resume a process in ResourceOne
• Deleting all the items in a non-used queue

See all 12 articles

Application

• Unable to see a referral for a particular opened account in the Referrals
• Error “The date type product detail (Maturity Date) provided on this account is not a valid date format.”
• Error “The user ID provided on this account could not be located in the R1 database.”
• Daily Import Process & Common Issues
• Cannot delete / modify the ready.txt file
• Unable to qualify referrals despite having permissions

See all 24 articles

Synchronization

• Troubleshooting Article - Import/Export Process Issues

Events

• Taking Ownership of Multiple Events from Queue
• Deleting Marketing Campaigns and its related Events

Service Center

• How to create a new case and assign it to an available queue
• Troubleshooting Article - 'Cases' issues
• Unable to view cases in the Service Center or assign a case to a user in a queue
• Creating a support ticket on behalf of another user

Account Management

• Can’t see Referrer’s referral for the account in the Opportunities/Referrals view
• Troubleshooting Article - Account Import Issues
• Primary contact not assigned to an account
• Request New User ID for CoreTrac Support Portal
• Rebuilding the set of Permissions for an account
• Getting permissions to qualify referrals and backdating

See all 8 articles

Performance

• Troubleshooting Article - Performance Issues
• System is slow and 'To Do List' will not load
• Unable to send referrals using Coretrac

Marketing

• Method to Upload Communications Sent Out to Customers

Solution

• The Filter Option for Case Category is Not Functioning Properly
• How to grant group permissions for new users to view or pull reports on CRW