1. Log a ticket From the home page: Click Log a ticket (top right) The page below is displayed This page offers a further option to search the Knowledge Base, as well as providing access to frequently asked questions Click the Log a ticket button (red button, highlighted below) This will log a ticket which is automatically routed to the relevant team who can deal with your query Where relevant/instructed, specific ticket types can be selected, such as Standard configuration request
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This page also offers a further option to search the Knowledge Base as well as providing access to frequently asked questions |
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2. Log a standard ticket For assistance on logging a New template or change request, see step 3 below After clicking the Log a ticket button (shown in step 2): |
a. Summary | |
b. Description | |
c. Product Type | Select the relevant product type the request is for - options are: Sales, Lettings, Client Accounts, Property Management, Block Management, All
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d. What is the impact? | Select the relevant impact level: Critical, High, Medium or Low Use the on-screen text to help decide which level to choose
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Selecting a higher level than necessary will not secure a faster resolution - please ensure the correct impact level is chosen to allow the support/service teams to run as efficiently as possible |
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e. Contact Phone No. | |
f. Attachment Optional | Include attached files to help support your issue/query (e.g. screenshots) |
f. Customer Type | |
g. Ticket Type | Select the relevant ticket type: Support, Service or How Do I Use the on-screen text to help decide which type to choose
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h. People involved Optional | If you require others to receive email notifications for this ticket, add their email addresses in this field |
3. Log a new template or change request Info |
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New template requests or changes to existing templates usually carry a charge - for current charges and further advice, see the note at the top of the form generated via the portal |
From the home page: |
i. Client/Customer | |
j. Contact Phone No. | |
k. Summary | |
l. Description Optional | |
m. Purpose of Request | |
n. Attachment Optional | Where available, provide your design proofs/assets for this request |
o. Template Types | |
p. Number of Templates | |
q. New / Existing | |
r. Steps to Recreate Optional | When submitting a request to amend an existing template: |
s. People involved Optional | If you require others to receive email notifications for this ticket, add their email addresses in this field |
t. Branch / Office | |