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We have a New change on how we can assist you 👉 NEW Support Portal Migration FAQs

Popular in CoreTrac - Essential Articles

  1. CoreTrac Release Notes

  2. How to Make the Best Use of the ATLAS Support Chat

Popular in CoreTrac - DB

  1. The 'MUU_Insert_Exception' job is not running

  2. Deleting expired tasks in the queue

  3. The 'MUU_Insert_Exception' job is taking longer than usual to be fully executed

  4. How to back DB Tables up

  5. How would an investment referral auto match with a savings account?

Popular in CoreTrac - Application

  1. Unable to see a referral for a particular opened account in the Referrals

  2. Error “The date type product detail (Maturity Date) provided on this account is not a valid date format.”

  3. Error “The user ID provided on this account could not be located in the R1 database.”

  4. Daily Import Process & Common Issues

  5. Cannot delete / modify the ready.txt file

Popular in CoreTrac - Synchronization

  1. Troubleshooting Article - Import/Export Process Issues

Popular in CoreTrac - Events

  1. Taking Ownership of Multiple Events from Queue

  2. Deleting Marketing Campaigns and its related Events

Popular in CoreTrac - Service Center

  1. How to create a new case and assign it to an available queue

  2. Troubleshooting Article - 'Cases' issues

  3. Unable to view cases in the Service Center or assign a case to a user in a queue

  4. Creating a support ticket on behalf of another user

Popular in CoreTrac - Account Management

  1. Can’t see Referrer’s referral for the account in the Opportunities/Referrals view

  2. Troubleshooting Article - Account Import Issues

  3. Primary contact not assigned to an account

  4. Request New User ID for CoreTrac Support Portal

  5. Rebuilding the set of Permissions for an account

  • Articles

    KB Articles that are associated with users are placed under the User Management section.

Popular in CoreTrac - Performance

  1. Troubleshooting Article - Performance Issues

  2. System is slow and 'To Do List' will not load

  3. Unable to send referrals using Coretrac

Popular in CoreTrac - Marketing

  1. Method to Upload Communications Sent Out to Customers

Popular in CoreTrac - Solution

  1. The Filter Option for Case Category is Not Functioning Properly

  2. How to grant group permissions for new users to view or pull reports on CRW