ncvts help & support customer portal. highlight ways to maximize your customer portal experience...

NCVTS Help & SupportNCVTS Help & SupportCustomer PortalCustomer Portal

• Highlight ways to maximize your Customer Portal experience

• Review how to register for an account

• Discuss Customer Portal troubleshooting tips

ObjectivesObjectives

Customer Portal Customer Portal ResourcesResources

• Top 7 Opportunities the Customer Portal Provides:

– Find Answers

– Ask Questions

– Receive Additional Training

– Share Expertise

– Review Available Letter Templates

– Present Enhancement Requests

– Watch VTS Webinars

Customer Portal Customer Portal ResourcesResources

• Ask questions directly to Power Users and DOR

• Follow specific threads to receive email alerts when answers or replies are sent

Ask a QuestionAsk a Question

Ask QuestionsAsk Questions

Find AnswersFind Answers

• Search for Information by Topic• Review FAQs• Review County User Resources• Review Answers to Questions on Community Forums


• Not sure where to find information?

– Keyword searches will pull resources from the solutions page and community forums on your topic of choice

Receive Additional TrainingReceive Additional Training

• Training Resources on the Customer Portal include:

– NCVTS User Manual

– County User Training Manual

– Quick Reference Card

– Tutorials

• Reports

• Written

• Video

• Post to the Tips and Tricks Forum• Respond to County User Questions

Share ExpertiseShare Expertise

• UDR Template

• Additional Body Type Template

• Antique Vehicle Template

• Trailer & RV Template

• Add Tax District File Format – Send to DOR when complete

• Mail Check Back Letter

Review Available Review Available Letter TemplatesLetter Templates

• Post your Enhancement Requests to the Future Enhancement Requests Forum

• 21 Enhancement Requests and counting!

Present Enhancement RequestsPresent Enhancement Requests

• NCVTS Enhancements

• DOR Finance Reports

• NCVTS County Reports

• Getting Started w/ NCVTS

• Correspondence and Document Management

• Situs Batch and Situs Upload

• DOR Business Issues

• Refresher: Adjustments, Prorations and Reports

• Upload Report

• June Updates and Fixes

• August Refresher Webinar

WatchWatch VTS Webinars VTS WebinarsPrevious Webinars

• County Administrator

• NCID

• Data Validation

• Workflow Queues

• Question and Answer Session

• Customer Portal

• Adjustments, Exemptions, Prorations and Refunds

• NCVTS Re-launch

• Pre-Billing Webinar

• Incremental Data Load

• July Updates and Fixes

WatchWatch VTS Webinars VTS WebinarsPrevious Webinars

Register Register for an Accountfor an Account

Register for an AccountRegister for an Account

• You will need to register to sign-into the portalStep 1: Click the “Sign up with us” button


• Step 2: Enter your information into the “Full Name” and “Email” fields

• Step 3: Enter in the security words in the box below

• Step 4: Click Register


• Once you register you will see this message

• You will need to retrieve your activation link from the email address you provided

Your Email Address


• Step 5: Open Your Email Account and click the registration link OR copy and paste the registration link into your internet browser


• Step 6: Next, activate you account by entering information into the “Full Name”, “Password”, and “Confirm Password” fields

• Step 7: Click the “Activate & login” button


• You will now be logged into the system and will receive a confirmation message that you account has been activated

Customer Portal Customer Portal Trouble ShootingTrouble Shooting

• Tip #1

– Whitelist [email protected] in your address book to receive your registration activation and email alerts

Customer Portal TroubleshootingCustomer Portal Troubleshooting

• Tip #2

– Respond to forum posts as opposed to email alerts


• Tip #3

– If you have a new question, start a new topic as opposed to asking your question as a reply to an existing question


• Tip #4

– Perform a keyword search to see if an answer already exists for your question before posting


• Tip #5

– Review announcements to see alerts concerning new material, system outages and other pertinent information


• Tip #6

– Follow posts to receive email alerts when a response is made to a particular topic


• Tip #7

– Perform a keyword search on a particular page by clicking Ctrl + F on your keyboard

– This is particularly useful on the FAQ pages


ncvts help & support customer portal. highlight ways to maximize your customer portal experience...

Documents

email account

email fieldsstep

registration link

registration activation

activation link

answersask questions

password fieldsstep

address book