Client Access Portal

At Datum Consulting, we use a powerful software system, Autotask, to manage the logistics of our business. With it, we track trouble tickets, service contracts and new projects as well as many other internal controls. The client access protal allows all of our clients access to features such as..

  • Placing service requests
  • Tracking tickets 
  • Monitoring projects
  • View time worked against your account
  • Change account passwords
  • Change account details

In this tutorial we will cover the basics of the Datum Consulting Client Access Portal. (click link to open the portal in a new window)

Note: If you have not recieved your login information for access to the client access portal. Please contact us to set up your account.

1.  Log in to your client portal using your e-mail address and password provided by Datum Consulting.

portal-login

2.  After a successful login, you will be met with the Datum Consulting Client Portal interface.

portal-interface

 From here you can create quick tickets, normal tickets, view existing tickets, track projects, and search our knowledge base.

 

3. Creating a ticket is as easy as writing an e-mail and ensure's your issue is properly communicated to our support team. There are two ways to submit support tickets.

  • Quick Tickets
  • Normal Tickets 

Creating a Quick Ticket

Quick tickets are the fastest way to submit a ticket. The only required information for submitting a quick ticket are..

  • Ticket Title - Ticket Title - Brief Description of the problem
  • Ticket Description - Describe your problem with as much detail as possible, (eg. What type of software, hardware, operating system type, etc..)

portal-quickticket

Creating a Normal Ticket

Normal ticket's are much more descriptive than Quick Tickets, and should be used whenever possible. The required information for a Normal Ticket are as follows..

  • Rquest type - Currently we only have General Request available as a choice
  • Priority - declare the sense of urgency that should be taken with this issue
  • Ticket Title - Brief Description of the problem
  • Description - Describe your problem with as much detail as possible, (eg. What type of software, hardware, operating system type, etc..)
  • Ticket Contact - This will be the point of contact at your company for us to comminucate with regarding your ticket.

portal-createticket

When you submit our ticket a notifcation is sent off to all members of our support staff and we will take action on the ticket as soon as possible.


4. To view open or closed tickets click on 'My Tickets' or 'Recently Completed Tickets' (Projects also work in the same manner after clicking the 'Projects' tab)

portal-viewtickets

5. You can also update your personal/business information such as address, email, phone number, etc as well as changing your client portal password. At the top of the client access portal you can click on either 'Edit Profile' or 'Change Password' respectively.

portal-profilepassword

 

This concludes our brief overview of the client access portal.

Questions? Concerns? Contact us

 

 

 

 

 

 

 

Areas covered Milwaukee, Brookfield, Delafield, Muskego,  New Berlin, Oconomowoc, Pewaukee, Waukesha, Cudahy, Franklin, Glendale, Greenfield, Oak Creek, St. Francis, South Milwaukee, Wauwatosa, West Allis, Milwaukee, Racine, Burlington, Fitchburg, Madison, Middleton, Monona, Stoughton, Sun Prairie, Verona, Edgerton, Beaver Dam, Fox Lake, Horicon, Juneau, Mayville, Waupun, Watertown, Hartford,

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