INTENDED SEARCHES: error, cannot save, cannot send, missing button, support help
If something does not work, support needs enough detail to find the issue quickly.
Send support:
1. Your company name.
2. The page or module you were using.
3. The customer name.
4. The record name or number, such as estimate number, invoice number, job number, or PO number.
5. What you clicked.
6. What you expected to happen.
7. What actually happened.
8. The exact error message if there is one.
9. A screenshot or screen recording if possible.
10. Whether the issue happens every time or only once.
Do not only send:
- "It does not work."
- "The system is broken."
- "I cannot do it."
Why this matters:
The more specific the report is, the faster support can identify whether the issue is permissions, setup, data, browser/device, or a software problem.
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