Managing Asset Management

Company Webfolio Issue Manager Support

 Issue Manager - Financial glossary - Technical glossary - Webfolio glossary - Contact - FAQ

Webfolio Issue Manager: What it Is
If you’re a Webfolio user, chances are that you’ve wanted to ask a system-related question. Or report an incident. Or request an enhancement. Or simply make a suggestion.

In the past, your only option was to pick up the phone…

Now, using Issue Manager, your custom support site, you can do any of those things, day or night, with all of the convenience of an easy-to-use, web-based transaction. Webfolio Issue Manager is the latest support communications tool for Webfolio customers.

Webfolio Issue Manager: How it Works
Go to the Issue Manager website. Choose to enter a report about an incident you've encountered, an enhancement request, a question or whatever. Tell us a little about your issue and your system. The issue will be logged into our database and you will receive an acknowledgement. Your issue will be assigned automatically to the member of our support staff best positioned to respond to your communication. Where required, new code will be put in place and then tested. At every step of the way you will be kept informed as to the progress of your issue. If the issue proves to be more than the staffer assigned it can handle, the issue will be internally escalated until it is resolved to your satisfaction.

Issue Manager is designed to replace and enhance the existing support structure. The capability of creating hard documentation and using automatic follow-up results in a superior support system. Of course, if you wish, you can still pick up the phone and call us at your dedicated customer support hotline number.

Webfolio Issue Manager: How it Helps You

  • 24/7 availability. Report your issue on your schedule, at your convenience.

  • Follow-up. You track the course of your issue from submission to resolution.

  • Responsiveness. Issues surface quickly, so they can be addressed quickly. Automated distribution of issues to the key managers ensures prompt response.

  • Reliability. Issue Manager logs every customer communication. Issues are stored in our highly robust, high integrity database.

  • Accessibility. All information associated with an issue is stored in a single location in the database so that it is available to you and all the staff working on it. Multiple issues that are related can be linked in the database to ensure all are properly addressed.

  • Continuous improvement. Improvements made to the core product are delivered to all customers, increasing the value of your Webfolio investment. Your insights help us make Webfolio better. 

  • Have it your way. Issue Manager can be customized to meet your company’s needs.

Webfolio Issue Manager: Use it!

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