NCVTS Help & Support Customer Portal
description
Transcript of NCVTS Help & Support Customer Portal
NCVTS Help & SupportNCVTS Help & SupportCustomer PortalCustomer Portal
• Highlight ways to maximize your Customer Portal experience
• Review how to register for an account
• Discuss Customer Portal troubleshooting tips
ObjectivesObjectives
Customer Portal Customer Portal ResourcesResources
• Top 7 Opportunities the Customer Portal Provides:
– Find Answers
– Ask Questions
– Receive Additional Training
– Share Expertise
– Review Available Letter Templates
– Present Enhancement Requests
– Watch VTS Webinars
Customer Portal Customer Portal ResourcesResources
• Ask questions directly to Power Users and DOR
• Follow specific threads to receive email alerts when answers or replies are sent
Ask a QuestionAsk a Question
Ask QuestionsAsk Questions
Find AnswersFind Answers
• Search for Information by Topic• Review FAQs• Review County User Resources• Review Answers to Questions on Community Forums
Find AnswersFind Answers
• Not sure where to find information?
– Keyword searches will pull resources from the solutions page and community forums on your topic of choice
Find AnswersFind Answers
Receive Additional TrainingReceive Additional Training
• Training Resources on the Customer Portal include:
– NCVTS User Manual
– County User Training Manual
– Quick Reference Card
– Tutorials
• Reports
• Written
• Video
• Post to the Tips and Tricks Forum• Respond to County User Questions
Share ExpertiseShare Expertise
• UDR Template
• Additional Body Type Template
• Antique Vehicle Template
• Trailer & RV Template
• Add Tax District File Format – Send to DOR when complete
• Mail Check Back Letter
Review Available Review Available Letter TemplatesLetter Templates
• Post your Enhancement Requests to the Future Enhancement Requests Forum
• 21 Enhancement Requests and counting!
Present Enhancement RequestsPresent Enhancement Requests
• NCVTS Enhancements
• DOR Finance Reports
• NCVTS County Reports
• Getting Started w/ NCVTS
• Correspondence and Document Management
• Situs Batch and Situs Upload
• DOR Business Issues
• Refresher: Adjustments, Prorations and Reports
• Upload Report
• June Updates and Fixes
• August Refresher Webinar
WatchWatch VTS Webinars VTS WebinarsPrevious Webinars
• County Administrator
• NCID
• Data Validation
• Workflow Queues
• Question and Answer Session
• Customer Portal
• Adjustments, Exemptions, Prorations and Refunds
• NCVTS Re-launch
• Pre-Billing Webinar
• Incremental Data Load
• July Updates and Fixes
WatchWatch VTS Webinars VTS WebinarsPrevious Webinars
Register Register for an Accountfor an Account
Register for an AccountRegister for an Account
• You will need to register to sign-into the portalStep 1: Click the “Sign up with us” button
Register for an AccountRegister for an Account
• Step 2: Enter your information into the “Full Name” and “Email” fields
• Step 3: Enter in the security words in the box below
• Step 4: Click Register
Register for an AccountRegister for an Account
• Once you register you will see this message
• You will need to retrieve your activation link from the email address you provided
Your Email Address
Register for an AccountRegister for an Account
• Step 5: Open Your Email Account and click the registration link OR copy and paste the registration link into your internet browser
Register for an AccountRegister for an Account
• Step 6: Next, activate you account by entering information into the “Full Name”, “Password”, and “Confirm Password” fields
• Step 7: Click the “Activate & login” button
Register for an AccountRegister for an Account
• You will now be logged into the system and will receive a confirmation message that you account has been activated
Customer Portal Customer Portal Trouble ShootingTrouble Shooting
• Tip #1
– Whitelist [email protected] in your address book to receive your registration activation and email alerts
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #2
– Respond to forum posts as opposed to email alerts
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #3
– If you have a new question, start a new topic as opposed to asking your question as a reply to an existing question
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #4
– Perform a keyword search to see if an answer already exists for your question before posting
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #5
– Review announcements to see alerts concerning new material, system outages and other pertinent information
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #6
– Follow posts to receive email alerts when a response is made to a particular topic
Customer Portal TroubleshootingCustomer Portal Troubleshooting
• Tip #7
– Perform a keyword search on a particular page by clicking Ctrl + F on your keyboard
– This is particularly useful on the FAQ pages
Customer Portal TroubleshootingCustomer Portal Troubleshooting