Portal Creatio
This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

How to communicate with support staff via portal messages

While a case is being processed, you can communicate with the support team members using the chat functions available on the case page. You will be notified by email when you receive a message concerning your case. The history of case processing is displayed in the [Processing] tab of the case page (Fig. 1).

Fig. 1 Communication history on the case page

scr_chapter_portal_user_service_request_processing.png 

This tab is used as a communication channel between the users and the support team members involved in the case resolution. By default, you can add comments to the posts that are not assigned with the “Closed“ status.

To post a message, populate the corresponding fields and click the [Send] button.

Attach a file to the message if necessary. Files sent during the conversation are displayed as links, and clicking the links initiates opening the files (Fig. 2). To download an attachment, click its title.

Fig. 2 An attached file in the case processing history

scr_chapter_portal_user_service_request_file_in_history.png 

See also

Case page on the portal

How to submit a case from the portal

How to manage cases on the portal

How to leave case feedback on the portal

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