Submitting Requests to CRM

To submit a request to CRM:

1. Either click Customer Service from the Login screen or from the More Menu, click Help and Support  > Customer Service > Submit Request. Do one of the following to display the Submit a Request screen:

   • Click Customer Service from the Login screen.

   

   Note: The Customer Service link takes you t o the Contact Us page.

   

   • From the More Menu, click Help and Support  > Customer Service > Submit Request.

     

2. Select or enter the required information. Select or enter the following required information:

   • Request Type

   • Email Address

   • First Name

   • Last Name

   • Subject

   • Phone

   • Message

     

3. Click Submit.  

   The following things occur:

   • The system creates the case and assigns a Case Number. The Request status is set to Ready for assignment.

   • The Upload Document screen displays.

     

4. Click Upload.

   The Upload Document screen displays.

   

5. Select a Document Type.

   Note: The recognized document extensions are PDF, BMP, JPG, PNG, DOC, DOCX, XLS, or XLSX.
   Note: File names can only contain alphabetical/numerical characters, dots, and underscores.

6. Click Browse and select the document.

7. Click Upload.

   The file is uploaded, and a success message displays.