To submit a case, navigate to the Home tab and follow the steps below in the form:
- Visit https://support.boldgroup.com
- Impact: Select from dropdown menu.
- Version: Type in the version of software for this case. Enter N/A if not applicable.
- Product: Select the product for this case.
- Sub product: Further refinement of the product, appears after selecting Product.
- Request Category: Category of support.
- Request Type: Support needed based on your request category.
- Subject: Descriptive title for the case.
- Description: Provide details of the issue or question.
- Repo Steps: Provide the steps necessary to reproduce the issue.
- Functional Area: Select the area where the issue is occurring within the software.*
- Detailed Functional Area: Further refinement of functional area.*
- Attachments: Attach any screenshots that will support the issue.
- Click Finish.
*For Financial Management software only
Your Case Number
You will receive a case number on the portal after submitting your case, along with an email.
You can check the status of your case under the “MY CASES” tab.
