Support Menu in CustomBooks™

Support Menu in CustomBooks™

Overview


The Support menu in CustomBooks™ provides users with quick access to helpful resources, support services, training materials, and partner tools directly within the website.

Each option in the Support menu opens a specific resource, webpage, or portal designed to help users manage support concerns, improve product knowledge, and explore additional services.



Help and Information


  1. Support Portal
    Provides direct access to the main help and support page, where users can manage support-related activities and access assistance resources.

  2. Support Request
    Opens the Support Request page, where users can submit support tickets and communicate with the support team regarding system issues or inquiries.

  3. Find an Advisor
    Links users to our RockStar page, which helps users locate certified advisors or professionals who can assist with implementation, accounting setup, training, or consulting services.

  4. Idea Exchange
    This link opens the Idea Exchange page, which allows users to submit feature suggestions, share feedback, and vote on product improvement ideas.

  5. Access another Account
    Opens the Account Portal page to allow users to quickly switch or access another company account associated with their login credentials.

  6. Service Status
    Opens the Service Status page, which provides updates on the operational status of CustomBooks™ services, including maintenance notices and system availability.

Features and Learning


  1. Knowledgebase
    Provides access to help articles, setup guides, troubleshooting steps, and feature documentation.

  2. New Features
    This link opens the New Features/New Releases page, where users can view recently released updates, enhancements, and newly added functionalities.

  3. CustomBooks™ Academy
    This link opens the CustomBooks™ Academy login/portal that provides educational courses, learning resources, and training materials to help users better understand and maximize the software.

  4. Video Catalog
    Opens the Video Catalog page containing tutorial videos, product demonstrations, and workflow guides.

  5. Training and Certification
    Link users to the Training and Certification page, where users can enroll in training programs and certification courses to improve product knowledge and skills.

  6. Accounting and Inventory Webinars
    Provides access to webinars focused on accounting, inventory management, and business workflow best practices.

Partner, Develop and Customize


  1. Partner Program
    This link opens the Partner Program page containing information about partnership opportunities and reseller programs.

  2. Become a Rockstar
    Also opens the Partner Program page, offering users opportunities to become recognized product advocates, contributors, or advanced system users.

  3. Developer
    Provides a direct link to the developer resources page and technical information for integrations, APIs, and custom development.

  4. Customizations
    This link opens the Customizations page, where users can explore available customization services and options for tailoring the system to business needs.