ℹ Your Support Options

zendesk_your_support_options_question.png

The support options for your different types of queries - so you can get the help you need as quickly and efficiently as possible.

Your support escalation process

zendesk_your_support_options1.PNG

General help & technical issues

XPLAN Help menu IRESS community

zendesk_your_support_options_question.png

Help

  • General ‘how to’ queries on standard XPLAN functionality, including CRM functionality, modelling & all things XPLAN (articles & videos)
zendesk_your_support_options_web.png

Login to IRESS's portal

https://community.iress.com/

 

Click Help at top right corner of your XPLAN screen - ensure your browser is not blocking pop-ups.

 

Your practice XPLAN Champion

zendesk_your_support_options_question.png
  • General ‘how to’ queries on how your practice uses XPLAN and/or Opex Solutions
  • Identify XPLAN or Opex training requirements
  • Identify XPLAN licence or capability requirements
zendesk_your_support_options_person.png

This will normally be your practice manager

Opex Helpdesk forms, articles & queries

zendesk_your_support_options_question.png

Help & technical issues

  • XPLAN password resets
  • XPLAN site performance issues
  • ‘How to’ queries on standard XPLAN functionality or on Opex’s Solutions
  • Issues with XPLAN functionality or datafeeds

 

Licensee, Practice & User administration

  • XPLAN licence/capability changes
  • XPLAN template coding fixes
  • Practice branding requests (set-up logo, signature images, email signatures, letterhead)

 

Account & Project management

  • Consulting requests & projects
  • Account queries
  • All other queries

zendesk_your_support_options_web.png

Login to Opex's portal

https://opex.zendesk.com

 

Search videos & articles or raise a query by clicking Submit a request at top right corner of your Opex Zendesk screen & completing the relevant form.

 

Login using your work email address as your username. If you have forgotten your password, select the 'Forgot my password' link.

 

Don’t have a Zendesk login yet? Send us an email confirming your Name, practice and work email address and we will create one for you.

zendesk_your_support_options_email.png

Email us

support@opexconsulting.com.au

For all Support, Account Management queries & Consulting projects

zendesk_your_support_options_phone.png

Call us

1300 131 152 (9am - 5pm EST)

For password resets & site performance issues

Training

XPLAN  IRESS in person or webinar sessions

zendesk_your_support_options_question.png
  • Videos on standard XPLAN functionality
  • Training on standard XPLAN provided by IRESS via webinar or in person
zendesk_your_support_options_web.png

View IRESS’s e-Learning videos

https://community.iress.com/t5/Training-XPLAN/tkbc-p/XPLANTraining

zendesk_your_support_options_person.png

Book training

https://www.iress.com/au/resources/training/

  • Select your capital city to view available training sessions
  • Sessions are free, but limited to 2 users per practice per session
  • Advise of cancellations at least 2 business days prior to the session to avoid a cancellation fee

 

Opex  Opex in person or webinar sessions

zendesk_your_support_options_question.png
  • Videos on how to use Opex Solutions
  • Training on Opex Solutions provided by Opex via webinar
zendesk_your_support_options_web.png

Access Opex’s training articles & videos

https://opex.zendesk.com

zendesk_your_support_options_person.png

Request training

Select Submit a request at top right corner of your Opex Zendesk screen or email us - advise what content you wish us to cover

 

This is chargeable at our standard consulting rate.

Was this article helpful?
0 out of 0 found this helpful