Curo Freshdesk Summarised Client User Guide

Created by Dean van der Byl, Modified on Tue, 13 Aug, 2024 at 4:04 PM by Dean van der Byl

 

 

 

 

 

 

Curo Fund Services Freshdesk Client User Guide

Registration:

  1. You should receive an invitation email from Curo Fund Services
  2. Click the registration link in the email - https://curofundservices-help.freshdesk.com/support/home
  3. Select Sign Up
  4. Create a password and complete any required fields
  5. Agree to any terms and conditions if prompted


 

Login:

  1. Click on the Login button (top right hand corner).
  2. Enter your email address and password
  3. Click "Log in" or "Sign in"
  4. Complete any security verifications if required

 

Logging a Query/Ticket:

  1. After logging in, look for the "Submit a Ticket" button
  2. Fill in the ticket form: 

a.    Subject: Brief description of your query 

b.    Group: Select the group within Curo that needs to deal with the query. If unknown, select the QRT option.

c.    Description: Provide detailed information about your request 

d.    Category/Type: Select Query. This is the only option currently, but will be expanded on in future.

e.    Attachments: Add any relevant files if needed 


        3. Click "Submit" (or “Cancel" to exit the query form)

 

Tracking Your Ticket:

  1. Go to "Tickets" section
  2. Find your ticket in the list
  3. Click on the ticket to view details and updates

 

Responding to a Ticket:

  1. Open the relevant ticket
  2. Scroll to the bottom to find the reply box
  3. Type your response
  4. Add attachments if needed
  5. Click "Reply" or "Send"

Closing a Ticket:

  1. If your issue is resolved, you can usually mark it as solved (“Close Issue”)
  2. Provide any final feedback if prompted


Remember: Keep your login information secure and don't share it with others. If you have any issues with the portal, contact Curo Fund Services support team.

 

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