CivicTrack Knowledge Base

Start here!

Start here if you're new to CivicTrack. You'll learn how to quickly use the system for basic case management.

Find and access a constituent record
The first step to recording information for a constituent is to, of course, find and access their record in CivicTrack. You can do this by going to the ...
Thu, 24 Feb, 2022 at 9:35 AM
Adding a constituent to the system
If you're starting CivicTrack from scratch and did not have any data pre-populated, then you'll want to start adding constituents as they reach out ...
Thu, 24 Feb, 2022 at 9:36 AM
What is a case?
A case (also known as a ticket) is something that allows you to track constituent's concern, and manage it by way of categorizing, assigning, and settin...
Thu, 1 Apr, 2021 at 8:59 AM
Add a case for a constituent
Now that we know how to find and access a constituent record, we can begin to enter information for them, such as a case ticket. Once you've accesse...
Thu, 24 Feb, 2022 at 9:37 AM
How do I remove a case from the home page?
Once a case ticket has been resolved for a constituent, you'll want to make sure it doesn't appear on your home page anymore. Click the case tic...
Thu, 1 Apr, 2021 at 8:59 AM
Changing your Password
On the right hand side, click your name and click "Profile" Here you will find your account details.  Change your password by cl...
Thu, 24 Feb, 2022 at 11:15 AM