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NCVTS Help & Support Customer Portal. Highlight ways to maximize your Customer Portal experience Review how to register for an account Discuss Customer.

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Presentation on theme: "NCVTS Help & Support Customer Portal. Highlight ways to maximize your Customer Portal experience Review how to register for an account Discuss Customer."— Presentation transcript:

1 NCVTS Help & Support Customer Portal

2 Highlight ways to maximize your Customer Portal experience Review how to register for an account Discuss Customer Portal troubleshooting tips Objectives

3 Customer Portal Resources

4 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 Resources

5 Ask questions directly to Power Users and DOR Follow specific threads to receive email alerts when answers or replies are sent Ask a Question

6 Ask Questions

7 Find Answers Search for Information by Topic Review FAQs Review County User Resources Review Answers to Questions on Community Forums

8 Find Answers Not sure where to find information? – Keyword searches will pull resources from the solutions page and community forums on your topic of choice

9 Find Answers

10 Receive Additional Training Training Resources on the Customer Portal include: – NCVTS User Manual – County User Training Manual – Quick Reference Card – Tutorials Reports Written Video

11 Post to the Tips and Tricks Forum Respond to County User Questions Share Expertise

12 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 Letter Templates

13 Post your Enhancement Requests to the Future Enhancement Requests Forum 21 Enhancement Requests and counting! Present Enhancement Requests

14 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 Watch VTS Webinars Previous Webinars

15 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 Watch VTS Webinars Previous Webinars

16 Register for an Account

17 You will need to register to sign-into the portal Step 1: Click the “Sign up with us” button

18 Register 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

19 Register 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

20 Register 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

21 Register 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

22 Register for an Account You will now be logged into the system and will receive a confirmation message that you account has been activated

23 Customer Portal Trouble Shooting

24 Tip #1 – Whitelist support@farragut.freshdesk.com in your address book to receive your registration activation and email alerts Customer Portal Troubleshooting

25 Tip #2 – Respond to forum posts as opposed to email alerts Customer Portal Troubleshooting

26 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 Troubleshooting

27 Tip #4 – Perform a keyword search to see if an answer already exists for your question before posting Customer Portal Troubleshooting

28 Tip #5 – Review announcements to see alerts concerning new material, system outages and other pertinent information Customer Portal Troubleshooting

29 Tip #6 – Follow posts to receive email alerts when a response is made to a particular topic Customer Portal Troubleshooting

30 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 Troubleshooting


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