DMS Online Support
Please enter the details of the support issue in the fields below and then click submit.
Your issue will be logged for a DMS support officer.(Refer below for additional notes)
*(Denotes required):
Company:*
First Name: *
Last Name: *
Contact Phone: *
Email Address: *
DMS Build:
Adviser Online
Dealer Online
DMS Backoffice
Practice Online
RMS
Priority:
Low
Medium
High
Critical
Category:
Please Select
Accounting Periods
Adjustments
Banking
Branches
Budgets
Cash Rebates
Client Records
Client Transfer
Compliance - Education Register
Compliance - Training Register
Consultant Rate Change
Consultant Records
Creditors
Database
Dealer
Debtors
Email Setup/ini settings
GST Holding Account
Imported/Transfered Records
Investments
Logo
Manager Agent References
Manager Files - Bulk Upload
Manager Files - File Load
Manager Files - Formats
Manager Files - Unmatched Receipts
Manager Files - Verify
Manager Records
Member No's.
Monthly Key Topics
New Commission
Payments - Carry Forward Balances
Payments - Deductions/Allowances
Payments - EFT File
Payments - Emailing function
Payments - Exporting
Payments - Generate Batch
Payments - Posting Pay Batch
Payments - Rates
Payments - Reports
Products
PROFILES - USER PROFILE
Receipts
Repair & Compact
Reports
Rollover
Sharing Arrangements
SQL Server Upgrade
Stored Deductions
System - Network / User PC
System Balance
Training
Trans Types
Undo Investment
Unlock Password
Update FUM utility
Update Member Nos Utility
User Defined Parameters
User Log-In
WEB - DMSOnline
Attachment:
Details of Support Request:
Client Support Request
Your call will be automatically allocated a Log Number, which you can use for future references. Also date (including time) will be recorded.
Click on Logged By list box and select the name of the person logging the call. If your name is not in the list you can add your details from the 'Client Operator' menu item. Select name of the DMS Support officer to direct your cal to.
Select type of support required from Type list box.
Select Category and Priority for the call.
Complete the call issue. Details you should privide include:
What is failing
What is the exact error
When did the error occur
How often the error is occurring
Is it reproducible
Can you work around the problem
What were you doing at the time of the failure
What is the inpact on the business
What is the severity of the problem.
Also:
You should obtain a screen capture of the error message and attach this to your request
If this request concerns a Manager file then attach that file(s)