How to Enter a New Support Ticket into the CSI Online Helpdesk

The first step in entering your support issue into our online help desk is to first go to our new website at http://www.capitalsoftwareinc.com/.

2. Locate the Customer Support drop down along the left side of the screen.

3. Select Online Help desk

4. The Capital Software "TouchPoint" log in screen will appear. Enter your user name and password and click the log in button.

Note: Your user name and password must be setup prior to entering the help desk. You may contact support at 888-553-9991 X-1.

5. The TouchPoint online help desk entry screen will then appear. Using the drop down choose your name and then click the Add Ticket button at top left of the screen.

6. The main entry screen will appear.

7. In the Category drop down choose Support.

8. In the Topic drop down select the topic that best describes your issue. If there is non close to your issue choose "A General Question".

Note: The contact information will be filled in automatically.

9. In the Issue field enter a short description of the Issue. For example New Activation Key Needed.

10. In the detailed description field enter just that, a detailed description of your issue including any alerts or errors received. The more detailed the better.

11. When finished with the description of the issue scroll to the bottom of the screen and click the Save & Close button.

It is just that easy. You have entered a new support ticket into our help desk and an email will automatically be sent to support and to the users email.

How to Add a New Account within CSI Revenue Management Software.

Add a New Account

Adding a new account is simple. Follow these instructions.

1. Click Account / Add New.

2. The screen is blank. The system will assign the next account number. You may change that number if you want. It must be unique. Fill in all the other information such as addresses, numbers, email, etc.

3. When all the generic account information is entered, click Next, Previous then Save. Then continue on to “Add A New Service.”

Note: Step 3 is very important. When creating a new account the index on the tables are temporary. If Next, Previous and then Save are not clicked the index will not become permanent and when the account is accessed the account will be gone.

Note: The PIDN may be changed at this time only. If the PIDN is changed after services and charges are added the links between the tables will be changed and the data will become orphaned and inaccessible.