Send client data to CS Support via CS Connect

While troubleshooting issues, a Support representative may request that you send them client data via CS Connect. Follow these steps to send the data.
  1. Choose
    Help
    , then
    Repair
    .
  2. In the
    Clients
    tab, select the client whose data you want to send.
  3. Select the
    Send Via CS Connect
    button.
  4. You will be prompted to enter a comment. Enter the name of the Support representative with whom you have discussed the issue, include a brief synopsis of the issue, and select
    OK
    .
  5. A message opens to inform you that the data will be transmitted during your next Connect session. Select
    OK
    .
  6. Select
    Done
    .
  7. Start a Connect session with the
    Support: Transmit client to CS Support
    switch set to
    Yes
    .

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close