🛠️ Impact Family CRM Support Request Tutorial

If you need technical assistance with the Impact Family CRM, billing, or records, follow these steps to get help from the support team.

1. Choose Your Support Channel

Impact Family provides three main ways to request support depending on your urgency and the time of day:

• WhatsApp Support (9 AM – 6 PM EST): Best for real-time technical or general questions during business hours.

• SMS Text Support (9 AM – 6 PM EST): Text (786) 550-2394 for quick mobile assistance.

• Contact Form/Support Ticket (24/7): Best for non-urgent issues, billing inquiries, or record requests that require documentation.

2. How to Submit a Support Ticket (Recommended for CRM Issues)

For the most reliable tracking of your request, use the 24/7 Contact Form:

1. Navigate to impact.vision/support.

2. Scroll down to the "Contact Form Support | 24/7" section.

3. Fill out the required fields:

   • Full Name & Contact Information.

   • Subject: Be specific (e.g., "Cannot access Noteboard" or "CRM Login Error").

   • Message: Describe the issue in detail. If you are receiving an error code, include it here.

4. Click Submit. A support representative will review your ticket and contact you.

3. Accessing Self-Service Resources

Before submitting a ticket, you may find an instant answer in the Knowledge Base:

• Click the "Read Knowledge Base" button on the support page.

• Search for "CRM," "Client Portal," or "Notes" to find step-by-step guides.