Help Requests OpenClosed Period: 30 days60 days90 days120 days Help Requests No active tickets. Submit a ClientCare Request Upon submission, your request will go directly into the queue to be reviewed by one of our Specialists. If you have provided enough details, our Specialist will be able to resolve your issue in a timely fashion. For this reason, it is critical for you to provide as many details as possible and provide specific examples when applicable. Name* First Last Phone*Email* Company Name*Does your PropertyBoss account have multiple sites?*YesNoSite Name*Which site is experiencing the issue? If it is relevant to all sites, please enter the main or corporate site.How do you prefer we contact you?PhoneEmailNo PreferenceWhich of the following topics is most related to your request?*Select one...Getting Started or PropertyBoss ConnectionAccountingReports, Letters, StatementsTransactionsInspectionsWork OrdersPropertyListsLeasesPortalsEmailMediaPropertyHostOtherWhich platform do you use?*PropertyBoss General LedgerQuickBooksOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Can't log inInstallationBacking up a databaseCreating properties, units, leases, tenants, owners, vendors, or prospectsCreating users or setting permissionsSetup PreferencesAuto-PostBoxscoresOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Mapping Chart of AccountsPaying BillsPrinting checksCreating journal entriesRunning reports in General LedgerRunning the Balancing AidsStarting balanceCreating a depositUsing QuickPaySending to QuickBooksEFT SubmissionNACHA file creattion or setupOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.LettersStatementsReport HeadingsWhich report do I use?RentRollMerlin ReportsOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Transaction typesSetting up a transactionEntering a transactionEFTOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Application PortalResident/Member PortalOwner PortalPayment PortalVendor PortalLogging In/RegistrationSetupOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Inspection templatesCreating an inspectionLogging in to mobile appOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Creating or Managing UsersConnectingMediaEmailOtherNeed assistance with the following:*Use the Ctrl key to select multiple topics, if necessary.Move-Ins, Move-OutsLease DatesOtherSubject*This will become the Subject line of emails for this task and will be used as a quick reference to find your request in the queue. Description*The turnaround time for your resolution could be delayed if we need to contact you for more information. Please provide as many details as possible.AttachmentIt can be extremely helpful when troubleshooting if a screenshot or sample of the issue is provided. Drop files here or Accepted file types: jpg, gif, jpeg, pdf, png, jpg, docx, doc, xls, xlsx, txt, zip.
Help Requests