This article walks through all the resources available with your Knowledge Base account.
This article is intended for use after following the steps in the article, Accessing Your Knowledge Base Account.
Submit Support Tickets
Upon logging into the Knowledge Base, you will have the option to start a conversation with our Support Team right away using the ParishSOFT Helpdesk Virtual Assistant!
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Select one of the prompts, or type in your specific question.
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The Virtual Assistant pulls answers directly from our robust Help Article library.
Pro tip: When typing questions, it's best to use keywords directly in the software. For example, "Help Printing End of Year Tax Statements". This helps the Virtual Assistant gather accurate information for a response.
- If you would like to speak directly to one of our support agents, type Agent to the Virtual Assistant, and a Support Ticket will be created on your behalf.
- If you are attempting to chat with us during support hours, your ticket will be routed to a support agent in the chat queue.
Note: Our support hours are Monday through Friday, 8am - 5pm Central Time. We are fully staffed during those hours. Any Support Tickets submitted outside these hours will be attended to promptly, in the order received, when working hours resume. We appreciate your understanding!
View Support Tickets
Your Knowledge Base account lets you review and reply to all open, pending, on-hold, and solved Support Cases!
- After you have signed in, click your name in the top right corner to activate a drop-down menu.
- Click on the Requests option.
- Tickets in the open, pending, on hold, and solved states appear when selecting Requests and My Requests.
- Click on the subject of any ticket to view that ticket.
- If you are part of multiple organizations, you can view and manage tickets across all Organizations you belong to.
- For example, you are on staff at multiple parishes, or you work as a diocesan project coordinator
Replying to Your Ticket
The steps below walk through how to reply to Support Tickets and attach files.
- Reply to Support directly within the Knowledge Base.
- Open your Support Ticket by selecting the subject line.
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Scroll down to the bottom of the page, through all of the ticket information, to the email box.
- To attach files, select the Add File or Drop files here button.
- Multiple files can be added.
- Click Submit to send your reply to our team of support agents.
Note: You can also reply to your Support tickets from the email that arrived in your inbox. Any replies to that email are posted straight to the support ticket that our agents can see.
Check System Status
In the Knowledge Base, you can check the System Status for each ParishSOFT module.
- On the Header bar, select System Status.
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You may need to allow pop-ups for the additional browser tab to open up, showing the following:
- Select Subscribe in the top-right corner to get System Status updates by email, or bookmark the URL: https://parishsoft.status.io/
Follow Release Notes
If you would like to follow the Release Notes for any of our ParishSOFT products, follow these steps.
- On the Header bar, select Release Notes.
- Select the desired ParishSOFT product from the drop-down menu.
- Select the current year's release notes.
- Click the Follow button.
- Anytime a comment is made on the Release Notes article, a notification will be sent straight to the email on file.
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