5 - Best Practices (Support)

By following these guidelines, you can help us to resolve your issue as quickly and efficiently as possible.

  • Be clear and concise in your subject line. The subject line should give a brief overview of the issue you are experiencing.

  • Provide a detailed description of the issue in the body of the ticket. Include as much information as possible, such as what you were doing when the issue occurred, any error messages you received, and the steps you have already taken to try to resolve the issue.This includes client numbers, loan numbers, page titles, and the last buttons you pressed.

  • Attach any relevant screenshots or log files. This can help the support team to quickly diagnose and resolve the issue.

  • If possible, send tickets from the same device you encountered the problem on. This will provide us with additional information that can help us resolve the issue more quickly.

  • Be patient and polite. The support team is working hard to help everyone as quickly as possible. Please be patient and polite in your interactions with them.

  • Always include a greeting. Please avoid starting your ticket with a question or demand.

  • Be humble and courteous. Respectful inquiries will always get the best results.

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