/
Documenting client interactions in the support portal

Documenting client interactions in the support portal

Description of Issue

When Tyler support staff is on the telephone with clients, can notes be added to the support case to document the highlights of the conversation?

Context
  • Client Support
  • Online Support Incidents
  • www.tylertech.com
Cause

Did not receive a case portal update after a phone call conversation.

Resolution

All conversations by phone should be summarized in a published case note accessible to Clients.

If you do not see your conversation summarized in the case notes, please reach out through the Online Support Incidents portal to request a follow up.

Additional Information

Please review the Master Article - Online Support Incidents for all related topics.





Related content

Documentation for adding a new support case
Documentation for adding a new support case
More like this
How to access support cases online
How to access support cases online
More like this
Master Article - Online Support Incidents
Master Article - Online Support Incidents
More like this
How to log a support case through the Online Support Incidents portal
How to log a support case through the Online Support Incidents portal
More like this
Best practices for submitting support cases
Best practices for submitting support cases
More like this
Use department email to receive all comments from all support cases
Use department email to receive all comments from all support cases
More like this