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  1. PerfectServe
  2. Utilizing the Customer Portal
  3. Utilizing the Customer Portal

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Articles in this section

  • How to Log In to the Customer Portal for the First Time
  • How to View Your Tickets in the Client Portal
  • Submit a Support Ticket
  • Video: Customer Portal Overview
  • Updated Support Ticket Process & Forms

How to View Your Tickets in the Client Portal Follow

Managing Tickets

  • To review your tickets choose “Your Tickets” from the homepage.
    • Locate requests that you have submitted under “My requests”.
    • You can review tickets that you have been CC’d on under “Requests I’m CC’d on”.
  • If applicable, you may also view tickets submitted within your organization under “Organization requests”.
  • Under any of the request tabs, you may sort by Open, Solved, Awaiting Your Reply, and Any.
  • In the search requests bar, you can search for tickets by keywords, request type, or ticket number.

Managing Content

  • On any article available in the customer portal, you can provide comments and feedback. You can track your comments for responses under Contributions.
  • For articles that are helpful and for quick reference, click the mceclip1.pngbutton. You will be able to quickly reference all documents that you are following under Following.
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