Accessing your Account
Changing your default password
Submit a New Ticket
Best Practices for Submitting Service Tickets
- Determining Priority
- Define the Scope of the Problem
- Detailed Steps to Reproduce
- Providing Additional Information
View Service Tickets
- Viewing Ticket Lists
- Ticket List Quick View
- Filter Ticket List
- Updating Tickets Using Email
- Updating Tickets Using the Service Portal
We are excited to offer our service portal for easy access to your Service team and references to help you get the most out of your CRM. Your Service team will initiate your first access to the service portal. We provide the URL to the service site, a username, and a generic password. The Username/Email we will set you up with is your corporate email address.
When entering for the first time, use the login details provided to you by Salentica. If you have not received these credentials, please contact your System Administrator or Salentica
Please be assured that your account is secure, with a high level of encryption, protecting your login credentials and service tickets.
When your account is first activated in the service portal, a system-generated password is provided. We strongly recommended that you change this password to one that you can more easily remember.
To change your default password:
- Sign into your service portal with the provided Username and Password
- Click My Settings near your email address in the top right of the page
- Scroll down to Change Password
- Enter the current password
- Enter your new password and confirm the password update
- Click Change Password
- This will be your new password for the Salentica service site
As a System Administrator, you will be able to submit service tickets on behalf of your firm. Only designated service contacts can submit tickets. If you have any questions about your access, please contact your Service team at . Below are the step to submit a ticket and best practices for ticket submission.
- Sign into your service portal
- Click New Ticket
- Fill in the Required fields
- Required: Category - Select the category of the ticket.
Required: Priority - Select the priority of the ticket. Required: Sub-category - Select the sub-category of the ticket. Based on the initial category selected, you must complete the related fields. Required: Subject – Enter a Subject for the ticket. The subject will be available on your ticket views, so we suggest you use a meaningful description that can be referenced in the future. For example, the subject of ‘Support Ticket’ will not be useful later, but a more descriptive subject like Update Relationship Field on Accounts page will be easier to reference later. Using the Subject field, the service site’s will suggest Knowledge Base articles that are associated with the keywords in your subject. A list of related articles will be presented based on the keywords used in the subject.
Required: Message – Enter the details of the ticket. Add as detailed description of the issue as possible in the message body, as this will be the information your service team will use to assist you with your request. Reference the Best Practices below to help you fill out the ticket.
- Click Submit to add this service ticket.
- Once submitted, you will see the new ticket in your account/portal.
To ensure Salentica’s Serviceteam responds to, and resolves, your service tickets quickly and efficiently, we provide the following recommendations for your ticket submissions:
Our service department uses the following guidelines when determining the priority of an issue. Refer to this reference chart when setting the priority of a new ticket:
Description of the Issue
Define the Scope of the Problem
In the body of your message, include a detailed description of the question or issue. Please only enter one question or issue per ticket. This will facilitate streamlined tracking of questions and responses.
Within the ticket message, include as much information as possible about the question or issue. Please include:
- What issue are you having
- Where on site the issue is happening
- When or how frequently does the issue occur
- Who does the issue affect (one user or more multiple users)
Detailed Steps to Reproduce
In the body of your message, also include the steps taken that produced the issue. Your Salentica Service team will use these steps to try to reproduce the issue, to help troubleshoot your concerns.
Providing Additional Information
You have the opportunity to Attach Files to your tickets. The additional information will help in the investigation and resolution of issues.
Examples include images, error screenshots, event logs, traces, and other research details.
When you sign into your service portal, you can view just the Tickets you have created, or you can toggle to View All Tickets, which will include Tickets created by your co-workers that you were CC’d on.
Note: Only users who have email addresses and users associated with the Elements Service system will receive updates on tickets. You can enter any email address in the CC field, but if the email address is not in our service system, no email updates are sent.
If you do not automatically land on your Tickets page, you can choose Tickets on the menu.
Viewing Ticket Lists
When you view your tickets, you will see options to view Pending, All, New, In Progress, Closed, and No Response tickets. Additional sorting and filtering options are also available.
Ticket List Quick View
When you view your Ticket list, you will see a quick view of your tickets.
- Ticket ID
- Status of Ticket
- Subject of Ticket
- Description – brief view of the description on the ticket
- Reply – click the arrow to reply to the ticket
- Raised By – name of contact who opened the ticket
- Category of Ticket
- Priority of Ticket
- Gray Circle: Last responded by client (on Salentica’s plate)
- Red Circle: Awaiting client response (on client’s plate)
Filter Ticket List
As the list of service tickets expands, you may find the need to perform additional actions such as filtering on ticket statuses to see which tickets are new, open, or closed. You may also want to search against keywords on existing tickets to review solutions to resolved tickets.
- Filter by Ticket Status
- Search Tickets by keywords
- Sort by predefined criteria
- Unresponded by agent
- Last Updated – recent to oldest
- Last Updated – oldest to recent
- Priority – lowest to highest
- Priority – highest to lowest
- Ticket ID – ascending
- Ticket ID – descending
- Sort by Categories
- Filter by page (for multiple pages of tickets)
You can update your service tickets via email or your service portal.
Updating Tickets Using Email
When Salentica’s service team replies through the service portal, you (and all other recipients copied on the ticket) receive an email reply that will look similar to the image below. This update is also tracked on your service ticket in the ticketing system.
To update your service ticket, reply to the email, which will create a response on the open ticket. You can also include new attachments (images, documents, other files) and additional recipients in your reply and the details will be linked to your service ticket.
Note: To ensure proper tracking of tickets your account, always include the Ticket ID in the reply. It is best practice to replying only to the e-mails sent from the service portal.
Updating Tickets Using the Service Portal
You can also add a new response to your service ticket through the service portal. You can do this in two ways:
- Click the reply arrow for to Add Response
- Click the Subject to open the ticket and view the entire ticket, and Add Response