Submitting a Case on the Customer Portal

1. Visit https://support.boldgroup.com
2. Impact: Select from dropdown menu.
3. Version: Type in the version of software for this case. Enter N/A if not applicable.
4. Product: Select the product for this case.
5. Sub product: Further refinement of the product, appears after selecting Product.
6. Request Category: Category of support.
7. Request Type: Support needed based on your request category.
8. Subject: Descriptive title for the case.
9. Description: Provide details of the issue or question.
10. Repo Steps: Provide the steps necessary to reproduce the issue.
11. Functional Area: Select the area where the issue is occurring within the software.*
12. Detailed Functional Area: Further refinement of functional area.*
13. Attachments: Attach any screenshots that will support the issue.
14. Click Finish. 

*For Financial Management software only

Your Case Number

You will receive a case number on the portal after submitting your case, along with an email. 

You can check the status of your case under the “MY CASES” tab.