Report Issues

this feature allows users, including srs, to report any issues they face with any application, prospect, or app by entering their email id, subject, and description, along with agreeing to send activity logs and crash logs how to report an issue there are primarily three ways / triggers to report an issue rm app you can navigate to the hamburger menu and find report issue option rm web app you can navigate to the sidebar menu of web app and find report issue option shake & raise as a shortcut, rm can shake the phone and raise the issue from the bottom sheet rm app click on the hamburger icon and select the 'report issues' tab, a form to report the issue will pop up enter your email id in the designated field enter a subject that summarizes the issue you are facing in the description field, provide a detailed explanation of the issue you are facing include any relevant information that could help diagnose and fix the problem if you agree to send the activity logs and crash logs along with your report, check the boxes to enable this option click on the 'submit' button to send the report rm web app it can be done in a few steps go to 'report issues' enter the email id add the subject and description of the issue faced check the 'i agree to share my activity logs and crash logs related to the issue' check box click on 'submit' shake & raise the shake & raise feature provides relationship managers (rms) with a quick and intuitive way to access support options within the application this is available exclusively for the phone app when enabled, shaking the phone triggers a bottom sheet that offers two key options raise an issue view faqs this ensures that rms can easily report problems or find answers without navigating deep into the app, meaning this action can be triggered both on the dashboard and within the journey bottom sheet options raise an issue redirects rm to the report issues section in this section, rms can enter their email id, subject, and description option to send activity logs and crash logs along with the report (mandatory) view faqs redirects rm to the faq section of the application displays a curated list of frequently asked questions with their answers this flow is already detailed in the faq documentation email trigger to docid\ ocu16oj2pawbvat s7jur the email to which the faq will be sent, you can configure it at the admin portal tracking issues reported this feature is designed to keep sales representatives in the loop about the issues previously reported it allows them to view the status of their reported issues, which are labeled as one of the following ticket raised this label indicates that the reported issue has been received and a ticket has been raised for it in progress this label indicates that the support team is actively working on resolving the issue closed this label indicates that the issue has been resolved by providing sales representatives with the ability to track the status of their reported issues, we aim to offer a transparent and efficient process for issue resolution this feature ensures that sales representatives are aware of the progress of their reported issues and can be sure that their concerns are being addressed promptly and effectively getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at