Online Help, Support, Community, and Solution Hub
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Online Help, Support, Community, and Solution Hub
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The Support Portal and Customer Community (Get Satisfaction) are available from Dynamic Planning, and authentication is required. Select the drop-down at the bottom of the Help button to expand a list box with links to navigate to Support or Customer.
Support Portal
When a user is created in Dynamic Planning, a login and password is automatically created to access the Support Portal if the user does not already have a Support Portal account.
Note:
Users with Support Portal accounts created in Dynamic Planning without an existing Support Portal account cannot access the Support Portal directly. These users must login to Dynamic Planning and access the Support Portal using the link.
Customer Community
When a user is created in Dynamic Planning, a login and password is automatically created to access the Customer Community if the user does not already have a Customer Community account.
Note:
Users with Customer Community accounts created in Dynamic Planning without an existing Customer Community account cannot access the Customer Community directly. These users must login to Dynamic Planning and access the Customer Community using the link.
Solution Hub
The Solution Hub is a primary destination for exploring the extensive capabilities of Planful's Financial Performance Management platform. You can access it through the application and website. It is a centralized repository, featuring interactive demos and informative content tailored to prospective clients and existing users.
Key Features:
- Comprehensive Searchable Library: Access an extensive array of Planful Solutions directly within the application.
- In-App Accessibility: Easily explore tailored solutions, search, and add favorites.
Benefits:
- Enhanced Platform Awareness: Discover the breadth of our platform's capabilities beyond basic FP&A functionalities.
- Empowerment Through Knowledge: Align with evolving buyer preferences through self-education.
- Advanced Search Options: Refine searches based on specific criteria such as finance, industry, and region.
If you are a new user, you can explore various solutions and take interactive tours to gain in-depth information. In addition, you can contact the Planful support team if you find a solution that meets your needs.
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If you are an existing user, you can conveniently access the Solution Hub page within the application by clicking the Solution Hub in the top menu bar. Once there, you can explore the list of solutions by clicking on a card and navigating to the Solution Hub page. You can also view the interactive tour available on the page.
The Solution Hub ensures that you have everything you need to make informed decisions about financial performance management with Planful.
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