Kimberley Rawl

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Activity overview

Latest activity by Kimberley Rawl
  • Kimberley Rawl created an article,

    Xtend News: Viewing Requests in Zendesk

    Guide to Viewing Requests in Zendesk As Xtend continues to rollout our Client Support Portal: Zendesk, it is important to ensure you know how to login and view the ticket requests you're included...

  • Kimberley Rawl created an article,

    How to Contact Xtend

    This article explains the different communication methods you can use to contact each department at Xtend.  General requests/Administration:  For contract inquiries, email admin@xtendcu.com For s...

  • Kimberley Rawl created an article,

    Navigating the Knowledge Base

    Xtend's knowledge base is a collection of Xtend-related news, announcements, and process material. You will find articles like Xtend's Promise expectations, Due Diligence, contact information, and ...

  • Kimberley Rawl created an article,

    Submitting a New Request

    To submit a new request via Xtend's Client Connect portal, first log into your account using your email address and password. Then, click “Submit a request” in the upper right-hand corner of the po...

  • Kimberley Rawl created an article,

    Updating a Ticket

    To update or follow up on an existing ticket, click the ticket you are looking to update. Scroll down to the bottom of the ticket conversation and use the comment box to type your response before c...

  • Kimberley Rawl created an article,

    Ticket Statuses

    Ticket statuses indicate the phase a ticket is in to track the progression of a request for both the agent and client. You can locate the status of you ticket(s) in the Requests section of the port...

  • Kimberley Rawl created an article,

    Accessing Requests

    To access your requests, first start by logging into your Zendesk account using your email address and password. If you have not established an account, please review the following article: Setting...

  • Kimberley Rawl created an article,

    Xtend News: Client Support Portal Coming Soon for Bookkeeping Clients

    Good Morning Bookkeeping Clients, I wanted to take a moment to reach out as we begin to rollout our Client Support Portal for Xtend, powered by Zendesk. The portal has been established to improve r...

  • Kimberley Rawl created an article,

    Introducing Xtend's Client Support Portal: Zendesk

    Introducing Xtend’s Client Support Portal: Zendesk   To improve our client communication, experience, and overall service levels, Xtend will be launching our new Client Support Portal via Zendesk....

  • Kimberley Rawl created an article,

    Setting Up a Zendesk Account

      Setting up your Zendesk account can happen one of two ways:   One: You can create or establish an account by visiting Xtend’s Client Connect portal: https://xtendcu.zendesk.com/hc You will see tw...