Help & support

Help & support in the menu has three tabs.

Chat with support

Ask how to do anything in Dashmor. Support can see your account (your ERP connection, the last sync and any error, your plan, and what you can access), so answers are about your setup, not generic. Ask for a person any time and someone from the Dashmor team follows up by email.

My requests

Send a request when something isn't working or you need help: give it a subject and say what happened. Dashmor support looks into it straight away, using your account and the guides, and answers in the request. You'll see one of these statuses:

• Looking into it: support is checking your account now.
• Answered: there's an answer. Reply if you need more, or select It's solved, close it.
• With the Dashmor team: a person needs to step in (a bug, data that looks wrong, billing). The team is notified and replies in the request and by email, usually within one business day.
• Closed.

Admins see every request from the firm; everyone else sees their own.

Feature requests

Suggest what would make Dashmor more useful. If someone already asked for the same thing, your suggestion becomes a vote on it. Everyone at your firm sees the firm's suggestions and can vote, and you'll see the status change as the team works on it: Under review, Planned, In progress, Shipped or Not planned. Requests the team puts on the roadmap show for every firm.

Elsewhere

The Help center has a guide for every part of Dashmor. You can also email support@dashmor.ai.