A little information helps support find the cause of a problem faster.
Before contacting support
- Refresh the page and sign out/in again.
- Try another browser or a private window.
- Check whether the problem affects one record, one user, or everyone.
- Note the page URL and the action taken before the issue appeared.
- Take a screenshot if there is an error message.
Useful details to include
- Company name and workspace URL.
- Your account email address.
- Record type and record number if relevant.
- Time the issue happened.
- Whether anything changed just before the issue appeared.
Do not include
- Passwords.
- Full card details.
- Private customer data unless support specifically asks and provides a safe method.
Good to know: The best support request explains what you expected, what happened instead, and how to reproduce it.