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The Communications Module allows KAStrack users to send communications to other users through the system, logging all messages sent and received. In this module, templates for notifications, communication, and email alerts are created, account settings establi...

The Site Settings Module is an administrative module that establishes parameters, settings, templates, profiles, and fields that impact other modules in KAStrack. The Site Settings Page is comprised of ten tabs: Company Info Tab, Access Levels Tab, Security...

 The Tags Module is where tags are created, managed, and where users can search the system as a whole to find relevant associated entities. There are two pages in the module, the Search Tagged Page and the Manage Page. An Explanation of Tags Tags are labels ...

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Your Individual Email Report Preferences Account Module Email Alerts Summary TableEmail Aler...

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report / Alert Settings for Existing Users Communications Module Email Alerts Summary ...

Go to the Settings Page of the Tags Module. Select the “New Module Level” button opening the New Module Level Modal. Input the new module level name and select the “Save” button. The new module level now shows in the Module Level Table on the Settings P...

To create a new category in the Tags Module, go to the Manage Page in the Tags Module. Categories determine the appearance of tags. Any tags assigned to a category will have the same style and color as defined for the category in the category tab. Select t...

To create a new tag while creating or editing a new entity in a module other than tags, type in the desired new tag name in the tag field for the entity.  For aid in visibility, emojis can be used in the tag name. How To Determine if a New Tag Can be Created ...

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module. Select the “New Tag” button, visible from both the Tags and Category Tabs, opening the New Tag Modal. You can also select “Add Tag” from the vertical icon context menu to th...

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Select the vertical three dot icon for the category you wish to edit. Select “Delete” from the context menu opening the Delete Category Confirmation Modal. The mo...