Unit 4 Customer Portal Accessing Knowledge and Documentation

Unit 4 Customer Portal Accessing Knowledge and Documentation In business for people.

Agenda 1. Knowledge 2. Portals 3. Latest News 4. Documentation and Learning Centre Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Home Console for customer 1 2 6 3 7 4 6 5 1. ü 2. ü Home Button Returns to the Home Console Incident Open an Incident when the product is not working as expected 3. Service Request ü Open a Service Request if you need extraodrinary assistance with product 4. Knowledge Base ü Help yourself by using the Knowledge Base 5. Track Cases ü View the status of case, add comments, etc. 6. Account ü Information about contact details, qualification, etc. 7. Contacts ü Your contacts 7 8 10 9 11 12 6. Incident (2. ) ü Open a case to get support of the Unit 4 service team 7. Service Request (3. ) ü Open a Service Request if you need extraodrinary assistance with product 8. Track case status (5. ) ü View the status of case, add comments, etc. 9. Portals ü Shows you additional Unit 4 portals Page ‹#› 10. Knowledge base (4. ) ü Help yourself by using the Knowledge Base 11. Latest news ü General and Product News 12. Documentation and Learning Center ü General and Product Learning Center Proprietary and Confidential In business for people.

Unit 4 Customer Portal Knowledge base Click on “Knowledge base” for self service. Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Knowledge base for self service When you click on “Knowledge base” you have the possibility to choose between different selections. Each selection has the same logic of search. Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Knowledge base – logic of search 1 1. Choose type of selection you want search in (All content, Cases and Knowledge) - All applications have the same logic of search. 2. Type in a keyword to get content for your solution (check the spelling, try using fewer, different or more general keywords, remove current record context when you want to broaden your search). 3. Additional search filters will be displayed on the left based on your type of search, e. g. “Priority”, “Status”, “Product” and “Category”. 4. Here you find suggestions/articles that may match your keyword. Also your own cases and onlinehelp will be displayed! 2 4 3 Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portals Under “Portals” are addition access points to information, expertise and applications. Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portals The Unit 4 Software Distribution Server facilitates Financials Software Updates. This is a place for your ideas on the product. Here you can find Unit 4 portals based on your product suite. In the portals you can find documentation and more about Unit 4 products, as well as links to country-specific portals. Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portals Examples Portals Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Latest news Click “Latest news” and find product information and general information Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Latest news General information. Product information – Specific information about a Unit 4 product. Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Documentation and Learning Centre Click on “Documentation and Learning Centre” obtain learning content Page ‹#› Proprietary and Confidential In business for people.

Unit 4 Customer Portal Documentation and Learning Centre Includes: • Procedural information • Portal training material Page ‹#› Local & Industry-Specific Product information including: • Release Notes • Training Manuals Proprietary and Confidential In business for people.

Unit 4 Customer Portal Documentation and Learning Centre If you click on one product related learning content (e. g. Installation Guides) you will get a list of different learning content to search for your topic. Page ‹#› Proprietary and Confidential In business for people.

If you have any questions, please contact: admin. support@unit 4. com Page ‹#› Proprietary and Confidential In business for people.