Submitting a Case to TargetX
- Click on the Support Cases tab within the User Community.
- Click the Create New Support Case button.
- Complete the Contact Customer Support form:
- Case Reason
- Administrator Access Granted: please grant login access to the user experiencing the issue.
- What Application are you using?
- What issue are you experiencing?
- System Environment
- Org ID please enter the Org ID of your impacted instance.
- Impact Level
- Permission to reproduce?
- Subject: A one sentence overview of your question or issue.
Note: As you begin to type into the Subject or Summary fields, Suggested Articles will appear on the right side of the window. Clicking on one of the articles will bring up a new window. If the article does not solve your problem, you can return to where you left off on the Case form.
- Summary: A detailed account of the question or issue you are facing. The more information you can provide, the better we can assist you.
- Steps to Reproduce: List your steps before encountering the error/issue.
- Provide examples related to the case: Example records, Names or links to templates, forms, reports, events, or any other related records, Names of users experiencing the issue, if relevant.
- Click the Upload File link if you wish to include a document with your case.
- Once complete, click the Submit button.
- You should receive an email confirming receipt of your case, and a Client Support Specialist will be in touch soon after.