Use the product’s Help and options menu for shortcuts and support entry points. When reporting a problem, include the intended result and the specific behavior you observed.
Before you start
You need access to the product. Use an authorized team support channel when an issue includes sensitive workspace data.
Use the product navigation to move between daily work, data and configuration.
Find help and report a problem
Open Help and options using the question-mark button in the product.
Open the keyboard-shortcuts reference offered by the menu. Use the current list rather than assuming shortcuts from another app.
For a problem, choose Report an issue or the available support entry point.
Describe what you were trying to do, the exact visible error and what happened instead.
Include the product area, approximate time, device or browser, and an affected task or record identifier when safe.
Add a screenshot that shows the relevant controls and error. Remove private mail, credentials and unrelated personal information before sharing.
Check the result
You can use the current shortcut reference, and support has enough context to investigate the actual symptom. Confirm any submitted report or support message was acknowledged.
A useful report
For example: “In Inbox, I opened the selected supplier task, approved the revised date and saw this error at 10:20. The order still shows the previous date.” Include the expected date and source context only through an appropriate private channel.
For a sync issue, identify the connection and recent run. For a device issue, include app version and whether the same item works on the web.
Before retrying an action
Check whether a send, call, record update or payment already completed. Repeating a consequential action without checking can create duplicate work.
For display issues, note active filters and workspace selection. A screenshot of the visible view helps support distinguish a filter problem from missing data.
If something does not look right
What you see | What to check |
A shortcut does nothing | Check focus, current screen and the shortcut reference for your platform. |
The issue only happens on one device | Include the platform, version and a comparison with the same item on the web. |
Should I include a password or token in the report?
Should I include a password or token in the report?
No. Describe the connection and visible error without exposing credentials. Support can request safe diagnostic context if needed.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.