Chat with the Help Desk
Press Help at the bottom right of any page, here on the website or on any page of the cloud portal at client.techiecrm.com once you have signed in. Type your question and a person from the TechieCRM Help Desk answers in the same window, usually while you are still on the page.
Before a person answers, the TechieCRM Assistant replies straight away with the steps from the TechieCRM manual, when it has them. If that doesn't help, press No, this doesn't help, can a person answer? under its reply. The Help Desk is told about every question either way.
If nobody from the Help Desk is online, your question is kept and the Help Desk is told straight away. On the website you can leave an e-mail address so we can answer even after you leave; in the portal we already know who you are, and the answer waits under Help the next time you open it.
Contact us
The quickest way to reach a person is the contact form. Tell us:
- what you were doing, and what happened instead of what you expected;
- the exact wording of any message TechieCRM showed you;
- the version number (it is at the bottom of every portal page, and in the desktop app under Settings › General › License Information);
- whether you use the desktop app, the cloud portal at client.techiecrm.com, or both.
We reply to the e-mail address and phone number you give on the form.
Before you write
- Read the manual. The TechieCRM documentation covers every module, the settings, the cloud connection and licensing.
- Check the service. The system status page shows whether the cloud service is answering.
- See if it is already known. The Development page lists reported issues, upcoming fixes and what each release changed.
Reporting a bug
Use the bug-report form on the Development page. You can attach screenshots there, and fixes are published on the same page.
Remote help
If a TechieCRM technician offers to look at your screen, they will give you a one-time support key and tell you where to enter it. Nobody can connect to your computer without that key, and it works once.
For anything else (sales, billing or your account), use the same contact form.