Requesting Support
In addition to e-mailing the Voyant Support team at support@planwithvoyant.com, which will automatically create a support ticket, AdviserGo also has a built-in support request mechanism.
The software's "Request Support" link will not only create a support ticket on your behalf, it also allows you to grant the Voyant Support team temporary access to the client case you are viewing.
To request help from our support team while working in Voyant AdviserGo go to the top right hand of your screen and click on your client's name then select "Request Support".
From here a window will open. Type your question into the box provided and select "share client access". This will send a message to our support team and give them the ability to view the client's plan to help you with your question.
Revoking Access
As it is stated onscreen, the Voyant Support team will have access to the client case temporarily, for up to 7 days. You can revoke access to the client case at any time by opening the client case, reopening the Request Support link, and clicking the link to Revoke Access.
