This article will discuss the process of submitting a Support Request.
In the rare circumstance where something in Collaborate is not working how you would expect it to, or perhaps you have questions about a certain feature of Collaborate, you always have the option of submitting a support request.
There are two different methods of accessing the support request form. The first method is directly via the Help Widget. Click on the Help widget to open the Widget.
Next, click “Support Request”.
The second method is to hover over the Help menu in the upper right hand corner, and click “Submit Support Request”.
This will open the Support Request form.
Then you will be prompted to select a Request Type. Simply select the Request Type that most accurately matches your request. If you are unsure of which type to select, then it is recommended that you select “Technical Assistance”.
After you have selected your Request Type, enter in a description of the issue you are encountering, or what questions you may have.
Then you may attach up to 5 files, such as screenshots, to the Support Request.
Once you are ready to submit your Support Request, click “Send”.
We will then receive a Support Request and respond to you as soon as possible. The standard SLA for a Support Request response is 24 to 48 hours. It is recommended to check your Spam or Junk Mail folder if you have not received a response within that time frame.
New User Training Series
- New User Training - Start Here
- Logging In
- Requesting a Password Reset
- Using the Help Widget
- Cases Page
- Listviews
- Conflict Check
- Entering Intakes
- Case Profile Page
- In-Line Case Add / Quick Add
- Elaborate and Simple Services
- Scheduling Services
- Conducting Services
- Editing Services
- Editing Service Appointments
- Quick Batch Simple Service
- Standard Batch Simple Service
- Adding Case Notes
- Editing and Deleting Notes
- Adding Service Notes
- Managing Documents
- Adding Subfolders and Organizing Documents
- Updating Case Status
- Changing Intake Types