Support > Provide necessary info to Tallyfy's support team
Support team assistance requires sharing the full URL of relevant tasks and the Organization ID which can be accessed through the Settings > Organization menu in Tallyfy.
Share Screenshots and Screencasts with Tallyfy Support
Screenshots and screencasts can effectively communicate issues to Tallyfy Support, helping the team understand and resolve problems more efficiently.
Here’s how you can take screenshots and screencasts:
Taking screenshots:
- For Mac users, simply press Shift-Command (⌘)-3 to capture your screen.
- For Windows users, use the key combination Ctrl + PrtScn to take a screenshot.
Taking screencasts/videos:
To create a screencast, you can use one of these free tools:
- https://www.useloom.com/ ↗ (add to Chrome)
- https://www.screencastify.com ↗ (add to Chrome)
- http://recordit.co/ ↗
These tools allow you to capture and share your screen when illustrating issues or providing feedback to the support team.
Support > Contact Tallyfy support or engage in professional services
Tallyfy offers comprehensive support through email and chat alongside professional services including dedicated account management process optimization template creation testing integration assistance and change management training.
Users can access Tallyfy’s built-in guide through the Help button in the left sidebar or by clicking the arrow next to their name and selecting Help and FAQs.
Organizations can boost Tallyfy adoption through strategic implementation early user involvement automated onboarding customizable guidance snippets and continuous success tracking using activity metrics.
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