Sending CSA client data to CS Support via CS Connect

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

This procedure should be followed only at the specific request of an Accounting Product Support Representative.

When troubleshooting software issues, it may be necessary for the Support Representative to request that you send the client data via CS Connect. If so, follow these steps to send the data:

  1. From the CSA main window, choose Help > Repair.
  2. In the Clients tab of the Repair dialog, highlight the client whose data you wish to send.
  3. Click the Send Via CS Connect button.
  4. Click OK and then click Done.
  5. Place a call to CS Connect with the Support: Transmit client to CS Support checkbox marked. See Placing an immediate call to CS Connect.

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Internal only

Removed step 4 ("You will be prompted to enter a comment. Enter the name of the Support Representative with whom you have discussed the issue and a brief synopsis of the issue.) per Support request; n/a for CSA.