However, if you need our help with solving a particular problem, we will need some information to help us go to the middle of the issue and enable our IT team to diagnose the case. So prepare answers for questions below:
- what's the name of your account? Learn more here
- when did the problem appear?
- is the problem constant, or random?
- if there's a problem with emails/tasks/projects/deals, prepare the direct link. You can find it in your browser's address bar:
- provide specific examples - eg. when one of your users has access related problems, we'll need a login and a link to a client/project/deal where the problem appeared
- describe, step by step, what are you doing when the problem appears - you can say eg. that you're selecting Settings > CRM Configuration etc.
- if there's an error message, eg. you're saving changes and error appears, make a screenshot of the whole page with the URL address and email it to helpdesk@sugester.com. Example of such screen you can find below: