NCVTS Help & Support Customer Portal

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Transcription:

NCVTS Help & Support Customer Portal

Objectives Highlight ways to maximize your Customer Portal experience Outline resources available for County Finance Officers Review how to register for an account Discuss Customer Portal troubleshooting tips

Customer Portal Resources

Customer Portal Resources Top 7 Opportunities the Customer Portal Provides: Find Answers Ask Questions Receive Additional Training Share Expertise Review Available Letter Templates Present Enhancement Requests Watch VTS Webinars

Ask questions directly to Power Users and DOR Ask a Question Follow specific threads to receive email alerts when answers or replies are sent

Ask Questions

Find Answers Search for Information by Topic Review FAQs Review County User Resources Review Answers to Questions on Community Forums

Find Answers Not sure where to find information? Keyword searches will pull resources from the solutions page and community forums on your topic of choice

Find Answers

Receive Additional Training Training Resources on the Customer Portal include: NCVTS User Manual County User Training Manual Quick Reference Card Tutorials Reports Written Video

Share Expertise Post to the Tips and Tricks Forum Respond to County User Questions

Review Available Letter Templates UDR Template Additional Body Type Template Antique Vehicle Template Trailer & RV Template Add Tax District File Format Send to DOR when complete Mail Check Back Letter

Present Enhancement Requests Post your Enhancement Requests to the Future Enhancement Requests Forum 21 Enhancement Requests and counting!

Previous Webinars Watch VTS Webinars NCVTS Enhancements DOR Business Issues DOR Finance Reports NCVTS County Reports Getting Started w/ NCVTS Correspondence and Document Management Refresher: Adjustments, Prorations and Reports Upload Report June Updates and Fixes August Refresher Webinar Situs Batch and Situs Upload

Previous Webinars Watch VTS Webinars County Administrator NCID Data Validation Workflow Queues Question and Answer Session Adjustments, Exemptions, Prorations and Refunds NCVTS Re-launch Pre-Billing Webinar Incremental Data Load July Updates and Fixes Customer Portal

County Finance Officer Resources

County Finance Officer Resources The resources below are available on the Customer Portal and provide additional information for County Finance Officers: Finance Export Report Summary (Report) NCVTS County Reports (Webinar) DOR Finance Reports (Webinar) DOR Business Issues (Webinar) Finance FAQs Community Forums

Register for an Account

Register for an Account You will need to register to sign-into the portal Step 1: Click the Sign up with us button

Register for an Account Step 2: Enter your information into the Full Name and Email fields Step 3: Enter in the security words in the box below Step 4: Click Register

Once you register you will see this message Register for an Account You will need to retrieve your activation link from the email address you provided Your Email Address

Register for an Account Step 5: Open Your Email Account and click the registration link OR copy and paste the registration link into your internet browser

Register for an Account Step 6: Next, activate you account by entering information into the Full Name, Password, and Confirm Password fields Step 7: Click the Activate & login button

Register for an Account You will now be logged into the system and will receive a confirmation message that you account has been activated

Customer Portal Trouble Shooting

Tip #1 Customer Portal Troubleshooting Whitelist support@farragut.freshdesk.com in your address book to receive your registration activation and email alerts

Tip #2 Customer Portal Troubleshooting Respond to forum posts as opposed to email alerts

Tip #3 Customer Portal Troubleshooting If you have a new question, start a new topic as opposed to asking your question as a reply to an existing question

Tip #4 Customer Portal Troubleshooting Perform a keyword search to see if an answer already exists for your question before posting

Tip #5 Customer Portal Troubleshooting Review announcements to see alerts concerning new material, system outages and other pertinent information

Tip #6 Customer Portal Troubleshooting Follow posts to receive email alerts when a response is made to a particular topic

Tip #7 Customer Portal Troubleshooting Perform a keyword search on a particular page by clicking Ctrl + F on your keyboard This is particularly useful on the FAQ pages