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NCVTS Help & Support Customer Portal

NCVTS Help & Support Customer Portal. Objectives. Highlight ways to maximize your Customer Portal experience Review how to r egister for an account Discuss Customer Portal t roubleshooting t ips. Customer Portal Resources. Customer Portal Resources.

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NCVTS Help & Support Customer Portal

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  1. NCVTS Help & Support Customer Portal

  2. Objectives • Highlight ways to maximize your Customer Portal experience • Review how to register for an account • Discuss Customer Portal troubleshooting tips

  3. Customer Portal Resources

  4. 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

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

  6. Ask Questions

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

  8. 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

  9. Find Answers

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

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

  12. 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

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

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

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

  16. Register for an Account

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

  18. 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

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

  20. 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

  21. 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

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

  23. Customer Portal Trouble Shooting

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

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

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

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

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

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

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

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