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Raise a new support case in customer success portal

How do I create a support case in the Customer Success Portal?

Updated over a week ago

From time to time we recognize that you may still require support from our team of engineers. As long as you're a named support contact for your organization you can to raise new support cases. For more information on support contacts, please visit the dedicated page by clicking the Raising Support Cases link in the footer of the Customer Success Portal.

Before raising a case, don't forget to check our knowledge base as we have thousands of articles to help you. If you still need to raise a case, follow the steps below.

  1. Log in to the Customer Success Portal.

  2. Click the relevant product then click Create Case.

  3. Enter a brief description of the issue then click Next.

  4. Once you click Next, depending on your customer success plan, the following options appear. The recommended option is highlighted.

  5. Enter a detailed description, select the product area and business impact.

  6. At the Product Area, choose the correct product that you have issue with:

  7. Upload any attachments to help our team of engineers to resolve your query. If you have an error message, upload a screenshot of this.

  8. Finally, click on create a case.

  9. You will be able to see your case number and view your current case status:

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