How do I create and view a Support Ticket via the Sage Customer Portal?
Description

Steps for creating a Sage support ticket

  1. Log on to Sage Customer Portal.
  2. Select the product family.  NOTE: Select the product that you need help with in case you own multiple products with Sage. 
  3. Fill in the following required fields:
    1. Product: 
    2. Question category:
    3. Subcategory:
  4. On the next screen, make a Selection (radio button) in the Sevice plan details table.
  5. Select Module, then Version and fill in the Subject and the Detailed description.  NOTE: You can attach screenshots or other files to describe the issue details. 
  6. Select Save.

The next screen confirms your ticket submission. Keep the 10-digit ticket number for your reference, and a Sage support analyst will contact you within 48 hours.


Viewing existing tickets

  1. Log on to Sage Customer Portal.
  2. Hover over Manage Cases and select Case History.
  3. The next screen shows the case history.  NOTE: In the Search field, you can select My Cases or Company's Cases to see your cases or all cases for your company. 
  4. Modify the date filter to see cases created during a specific time.
  5. In the Number column, click the ticket number hyperlink to see the case details.  NOTE: You can provide updates on a case by adding comments to the Case notes box.