The integration of our CRM with the platform provides users with the capability to create support tickets directly from the system, facilitating a faster resolution of issues. This enhancement streamlines communication and ensures prompt assistance.
To Raise a Ticket from the CRM, please follow the steps outlined below:
- Login to the platform using your login credentials.
- On the left navigation panel, locate and select the last icon labeled 'Support' at the bottom.
- Navigate to CRM.
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- Click the Add ticket button.
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- Enter the Problem Overview, which will be the subject of your ticket.
- Input Email address on which you require the response.
- Provide the detailed Description of the ticket with images, screenshots, or video files that are available at your end.
- Click on Submit.
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- You can check all your tickets in different categories from the below option.
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- You can review the responses associated with your tickets and provide replies by selecting the relevant ticket.
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- If you have difficulty raising a ticket from the customer portal, then directly send us an email at support@uffizio.com.
Please Note:
- In the "My Tickets" section, you will have visibility into the tickets that are raised by you.
- In the "Tickets to Me" section, you will have visibility into the tickets submitted by your subordinate users. For example, when a company user submits a ticket, it will be assigned to their parent user, who is the reseller. The reseller will then have the ability to view that ticket in the "Tickets to Me" section.
- In the "Others" section, you will be able to see all the other tickets.