PatronManager Help

How to Submit an Unusual Behavior Case to the Client Support Team

Updated on

Use this link to share with your colleagues:

How to Submit an Unusual Behavior Case to the Client Support Team: https://help.pm.leapevent.tech/a/829730

As anyone who has used a computer before can attest, technology can act strangely!  If PatronManager doesn't seem to be functioning properly, we'd like to know, so we can correct the issue.  Including the information below in your support request will help us get you, and PatronManager, back on track as quickly as possible.

1. What were you doing at the time?

What page were you on?  What button did you click?  What report were you trying to edit?  Be as specific as possible, and provide URLs whenever you can.

2. What did you expect to happen?

What task were you trying to complete, and what did you expect the results to be?  If you were following instructions from a PatronManager Help tab article, please let us know which article you were following.

3. What went wrong?  What error message did you receive?

Was the task completed, but the results were incorrect or unexpected?  Did the system prevent you from completing the task at all?  How did the results you described in Step 2 differ from what actually happened?

If you received an error message, copy and paste the message text into your Help request.

4. Do you have a screenshot you could provide?

Make sure to include a screenshot, if possible, to help our team out.

5. Is this new behavior?

Have you performed the task you described in Step 2, with expected results, previously?  Or is this a relatively new task to you?

6. Was this a one-time behavior, or does this happen every time?

If you haven't yet, try what you described in Step 1 again.  Does the unusual behavior occur again?  Does this happen on your co-workers' computers, or only on your computer?

7. Provide additional details about your computer.

What operating system are you using?  What web browser are you using?  Did you recently perform any updates to your computer?  Does your IT department impose any security settings to your computer or network?

Include all of these details when you submit a case in the Client Community so that our team can help you.

Previous Article How to Submit a Report Case to the Client Support Team
Next Article How to Submit a Ticket Order or Donation Case to the Client Support Team
Still Need Help? Continue to the Client Community