Submitting a New Ticket for AE CRM Support

Submitting a New Ticket for AE CRM Support

  1. Navigate to the Submit a Ticket page in the AdvisorEngine CRM Help Center through one of the following means:
  2. Fill out all fields with as much detail as possible. See Fields to Complete below for more detail.
    • If you have not signed in, you will need to complete a CAPTCHA to submit your ticket.
  3. Attach any screenshots you would like to include.
  4. Click Submit.
    • If you have not created a sign in for our Help Center, you will be prompted to create an account using the email address you entered.

Fields to Complete

  • Contact Name: Your Name
  • Email: Your email address for ticket communication. This will also be your username for the Help Center.
  • Subject: The reason for your ticket.
  • Description: Detailed description of your reason for contacting Support. The more detail you give, the better we will be able to assist.
  • Classifications: Choose the best Classification for your situation:
    • Question How To: Need more information about a part of the program or how to use it.
    • Technical Issue: Part of the program is not working correctly.
    • -None-: Anything else.

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