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Creating a New Support Case in the Revalize Customer Portal Guide

Welcome to the Revalize Customer Portal Guide! Follow these steps to create a new support case:

1.  Log in to the Customer Portal

2.  Request Help

Blue icon with a wrench and screwdriver crossed, above the text Request Help in white on a blue background. Easily navigate the Revalize support portal with our case creation guide for seamless assistance.
  • Once logged in, click on "Request Help" in the main menu.
  • Select the type of case you want to create.
  • The example shown below is for Customer Support
  • Each type will ask slightly different questions.

3. Fill Out the Support Case Form

The *What kind of Case do you want to create?* form on the Revalize Support Portal offers choices like Accounting, Customer Success, Professional Services, and Support. The Support option stands out prominently in red for easy identification during your case creation journey.
  • Complete the required fields in the support case form. This includes providing a detailed description of the issue you are experiencing.
  • You can upload files to provide more information if needed.

4.  Submit the Support Case

  • After filling out the form, click "Submit" to send your request to our support team.
  • You will receive an onscreen confirmation of your support case, including the case number for reference.

5. Track the Status of Your Support Case

Icon of an orange briefcase on a yellow circle background above the text Community Cases on a blue rectangle, echoing the essence of case creation guides found in the Revalize Support Portal.
  • You can track the status of your support cases by logging in to the Customer Portal and navigating to the “Community Cases” section.

6.  Respond to Additional Information Requests

  • If more information to process your request, you will be contacted by Revalize Customer Support for clarification.
  • Log in to the Portal and provide the requested information to help us resolve your issue more efficiently.

7.  Need Further Assistance?

  • For further assistance, please submit a support request through the Portal, and our support team will be happy to help you.