Request Support

Help Us Resolve Your Request Faster

Use this form to ask questions, report a glitch, or share an idea for a new feature. Your submission goes straight to our support team, where it’s reviewed as quickly as possible.

The prompts below show what information helps us jump in right away. Include whatever you can—it really speeds things up and helps us help you!

1. What were you trying to do? (Briefly describe the action you were taking)
Examples: “Opening a client profile,” “Running a report.”

2. What happened instead? (Describe what went wrong)
Examples: “The page froze,” “The button didn’t work,” “I got an error message.”

3. Where did it happen? (Paste the full URL of the page, if possible)
Example: “It was this client’s profile: example.coalitionmanager.org/ client/edit/12345.”

4. When did it happen? (Date/time with time zone)
Exact or estimated is fine.

5. How often is it happening? (Every time or only sometimes.)
Example: “It’s happening for me every time, but it works fine for Jane Doe, my coworker.”

6. Include any error messages (Copy/paste below or include screenshots)
Example: “Error: 401 Unauthorized – unable to authorize with provided credentials.”

7. Add screenshots if you can (Screenshots or recordings showing the problem + the URL bar are incredibly helpful!)
Please redact all client identifying information.

8. Anything else you noticed (Slowness, strange behavior, patterns, or recent changes)

The more detail you can provide, the faster we can assist.

Additional helpful information includes:

Whether you were using a computer, tablet, or mobile device
Your operating system, such as Windows, MacOS, iPhone/iOS, Android, etc.
Does this issue only happen under certain circumstances?

Phone

Email(Required)

Organization Name(Required)

CM Site URL(Required)

Topic/ Email Subject(Required)

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ASK A QUESTION – START

General Questions

How can we help?(Required)

Do you have any attachments to share?

Drop files here or

Max. file size: 25 MB, Max. files: 10.

Include URL of the page you are on when taking the screenshot and redact client PII.

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ASK A QUESTION – END

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REPORT – START

Integration Issue

What were you trying to accomplish?(Required)

What happened instead?(Required)

Slow Performance

Our team needs to be able to replicate speed issues to identify the cause, so detailed information is important. The prompts below will guide you through the information we need.

Which page, report, search or form is slow?(Required)

Approximately how long does it take to load?(Required)

Is this affecting multiple users or only you?(Required)

Access or Permission Issue

Which page, report, or feature are you trying to access?(Required)

What message did you receive?(Required)

Is anyone else experiencing the same issue?(Required)

System Error or Unexpected Behavior

What are you trying to do?(Required)

What error message did you receive?(Required)

What did you expect to happen?(Required)

What actually happened instead?(Required)

Data or Reports Don’t Look Correct

Which report or page contains the incorrect data?(Required)

What did you expect to see?(Required)

What are you seeing instead?(Required)

Importing Issue

Where are you importing data?(Required)

What type of data are you importing?(Required)

What error message did you receive?(Required)

Please attach the import file if available.

Drop files here or

Accepted file types: jpg, jpeg, png, gif, webp, wmv, mp4, mov, avi, xls, xlsx, xlsm, xlt, xltx, csv, tsv, txt, xml, json, ods, numbers, sql, db, sqlite, sqlite3, accdb, mdb, dat, zip, doc, docx, ppt, pptx, pdf, Max. file size: 25 MB, Max. files: 10.

Describe the issue in detail.(Required)

URL of Page (optional)

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REPORT – END

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NEW FEATURE – START

Request a New Feature

Feature Title(Required)

Feature Details

What problem would it solve?

How would this feature benefit you, your work, and other users? Why is it important?(Required)

How are you currently managing this task?(Required)

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NEW FEATURE – END

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FEEDBACK/ SOMETHING ELSE – START

Share Your Feedback

What would you like us to know?

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FEEDBACK/ SOMETHING ELSE – END

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SCREENSHOT FIELD

Attachments (Recommended)

Screenshots are helpful. Screen recordings are even better when demonstrating a process or issue. Please attach any screenshots, videos, or supporting files that help explain your request.

Drop files here or

Accepted file types: jpg, png, Max. file size: 25 MB, Max. files: 10.

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Additional Contacts

Reminder: Do not submit any personal information in screenshots or descriptions.

Contact 1

Email(Required)

Contact 2 (optional)

Email

CAPTCHA

Request Support

Help Us Resolve Your Request Faster

ASK A QUESTION – START

General Questions

ASK A QUESTION – END

REPORT – START

Integration Issue

Integration Issue

Slow Performance

Access or Permission Issue

System Error or Unexpected Behavior

Data or Reports Don’t Look Correct

Importing Issue

REPORT – END

NEW FEATURE – START

Request a New Feature

What problem would it solve?

NEW FEATURE – END

FEEDBACK/ SOMETHING ELSE – START

Share Your Feedback

FEEDBACK/ SOMETHING ELSE – END

SCREENSHOT FIELD

Additional Contacts

Contact 1

Contact 2 (optional)

Please Select Your Availability for the Demo: