Storable CRM provides numerous help options, including access to our training website and troubleshooting articles, plus easy access to our Support team via chat and email for more targeted help. The purpose of this guide is to explain how to access all of those help options.
If you are having trouble accessing the Help icon from our application, you can open a chat directly from our website.
Access
(A) ? - From any page within Storable CRM, click to access all of our available Support options.
Help Options
(B) Support Guides - Click to access Storable CRM's online support documentation. This is a self-service option that lets you search for keywords to get targeted assistance.
(C) Email Us - Click to automatically open a pre-addressed email directed to Storable CRM Support Agents. This option is best used for questions or requests that do not require immediate assistance.
(D) Chat with Us - Click to chat with a live Support Agent for immediate assistance. This option allows our Agents to remote into your screen, if necessary, to better assist you.
(E) Name & Email - You'll be asked to enter your name and email address before starting the chat.
(F) Attachments - Once connected with a Support Agent, you are able to attach a screenshot by clicking on the paperclip.
(G) Minimize - Click to minimize the chat window.
(H) End Chat - Click the X to close the window and end the chat.
Additional Help
You will need to click this to access additional Support options.
(I) Training - Provides direct access to Storable CRM's online training site. Email or chat with Support if you don't know your login or need to register for courses.
(J) Phone - Click to access Storable CRM's toll-free Support number and speak with an Agent.
System Status
(K) System Status - Click to view the Storable CRM system status page, where you’ll be able to subscribe to updates.
What’s New?
(L) What’s New? - Click to access our page detailing both new and historical system updates.