Welcome to DealTrack Help — DealTrack’s very own self-service knowledge base! This article provides information about how to use DealTrack Help and get the most out of the knowledge base.
What is a knowledge base?
A knowledge base is a collection of ‘how to’ articles, guides and tutorials. In DealTrack Help, you can learn how to easily set up and manage the product effectively, find information regarding updates to the product and much more.
In short, if you want to set up DealTrack, fix a problem or are just curious and want to learn more about managing your trading agreements and rebate earnings with DealTrack, the knowledge base is a good place to start.
Navigating the knowledge base
You might want to do a quick search and go straight to the information you are looking for. On the other hand, sometimes you might want to browse and see all articles in a particular section in a logical order. Either way, we’ve got you covered.
If you are in a hurry and just want to find the most relevant articles to your question, the search box is always available to you. On the knowledge base front page at https://help.deal-track.com/hc/ it is probably one of the first things you will notice. On other pages, the search bar will always there in the top right-hand corner of the page.
For example, to view a list of all articles relating to a ‘scheme’, just type scheme in the search box and then hit enter.
Knowledge base articles are organised into hierarchical sections. Instead of searching, you can browse through these article sections to view related articles about a particular subject.
On the knowledge base front page, the buttons in the middle of the page labelled Welcome Pack, Glossary, Software Updates, User Guide and Admin Guide are all categories that provide the main entry point into the different sections available in DealTrack Help. Each category will contain multiple sections, and each section will contain multiple articles.
You can always determine where you are in the knowledge base article hierarchy by looking at the navigation breadcrumb links provided in the top left corner of the page. For example, the article you are reading right now fits into the hierarchy Welcome Pack > Support > Knowledge base.
If you notice a section marked by (optional), for example ‘Setting up single sign-on (optional)’, this means that it is an optional module or functionality of DealTrack that may have an additional fee associated to it. Please speak with your Client Services team for further information.
Feel free to explore the different sections and see what’s there!
Anatomy of an article
Articles in the knowledge base can contain some or all of the following:
A list of articles available in the current section on the left-hand side of the page. You can click an article heading to jump straight to that article.
A ‘last 5’ list of those articles that have recently been viewed.
A list of other articles within the knowledge base that are related to the current article’s topic.
If you can’t find what you’re looking for...
If you can’t find the answer to what you are looking for, you can always contact your Client Services team by emailing firstname.lastname@example.org.