Support | Online Resources | Consulting

Support

In the event that you cannot find an answer and need further assistance please log a case using the Symphony Support Portal when:-

• you are getting error messages
• the application is not working as expected
• you need some basic assistance with how to perform a function that is available in the off-the-shelf product

Online Resources

SymphonyCRM

• is developed under an OEM license with SugarCRM is that there is plenty of product knowledge available online at http://support.sugarcrm.com/; therefore, if your query is a general one, you might like to check this site for a quick answer.

Consulting

If you log a case using the Support Portal the support team will advise you if it will be chargeable consulting and arrange for the consulting team to provide you with an estimate to carry out the work. If the estimate is acceptable then we’ll ask you to sign off (usually just via email confirmation) and agree a time with you to carry out the work.

Items that are of a Consulting nature are:-

• Customisation of your screen layouts including the mobile app
• Customisation of functionality; e.g. adding or removing fields, making fields mandatory, customising the actions that occur upon record conversion
• Building workflows into your system
• Customisation of SymConnect