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.