The support ticket can be used by the partner for resolving the queries. The tickets can be created under the below different categories.
Account Activation: Assistance with setting up and activating client accounts.
Order-Related Issues : Troubleshooting and resolving issues related to investment orders.
App Bugs : Reporting and fixing bugs in the client's app.
Change of Details : Updating your client information and details.
SIP/STP/SWP : Support for Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), and Systematic Withdrawal Plans (SWP).
CAS File Related : Resolving problems related to Consolidated Account Statement (CAS) files.
Brokerage-Related : Addressing concerns and queries regarding brokerage.
To raise a new ticket, on the partner dashboard click on Support
Click on Support Tickets
On the support ticket section, click on Create Ticket.
Once the create new ticket tab is opened, Select the client, Choose Classification, Enter the Description, and Add an attachment.
Please ensure that all relevant information like client code, order id, etc. that is required to resolve the ticket is mentioned in the description.
Tracking Ticket status
To track the status of existing tickets, click on Under Process in the support ticket section.
Once the query is resolved it will get reflected in the Closed section
