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Overview

The HelpDesk module in RuLoans CRM allows users to raise bugs, issues, or task requests directly from within the application. It provides a structured way to communicate with the technical and support teams for faster issue resolution. This feature ensures that all reported issues contain the necessary context and details.
To access the HelpDesk:
  1. From the left-side menu, click on Help & Support
  2. Select HelpDesk
You will be redirected to the RuLoans Support portal.

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Purpose

The HelpDesk is used to: Report application bugs Raise support issues Submit task or enhancement requests Communicate effectively with the support team

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HelpDesk Form Details

When raising a request, users are required to fill in the following details:

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Bug / Task Title

A short, descriptive title summarizing the issue or request

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Summary

A clear explanation of what is not working as expected or what needs to be done

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Background / Context

-Relevant details such as:
  • Browser
  • Operating system
  • Device
  • Recent changes or actions performed before the issue occurred

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Impact

Description of how the issue affects:
  • User workflow
  • System functionality
  • Business operations (if applicable)

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Additional Information

Any supporting details such as:
  • Error messages
  • Logs
  • Screenshots
  • Reference links

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Benefits

Structured and clear issue reporting Faster diagnosis and resolution Reduced follow-up communication Improved overall support experience Prepared By: Ahtesham Ahmad