Striven Help Menu

Located in the top right corner of most pages in Striven, you will find the Striven Menu Bar, which furnishes quick access to features such as the Dashboard, Quick-Add menu, Discussions, Buzz, Favorites, and the Help menu. The Help menu is designated by a Question Mark icon.

Striven’s support chat provides a convenient way to connect with a Help Desk Specialist for assistance with your Striven-related questions. The moment you send your message, you will be connected to a live person – no bots here! Immediate assistance is available with real-time responses, allowing you to get help quickly.

You will also be provided with a copy of the chat transcript when the exchange has ended for future reference and as a record of your interaction.

For more complicated or detailed requests, you can choose the Schedule Support option to meet with a Help Desk Specialist. These appointments are very helpful when a screenshare is needed for clarification or detailed explanations. The appointment is set for 15 minutes to allow for a discussion or demonstration and will be recorded and shared with you for future reference.

When you select the Schedule Support option, the browser opens a new tab to the Striven Schedule Support page. Simply enter your email address in the field to view available dates/times to meet with a Help Desk Specialist.

The steps that follow will depend on whether or not your email address has already been saved within our Striven system.

• Note: If our Striven system recognizes your email address from previous contact, you will not be asked to fill in your contact information and will be provided the Appointment Title field and date/time selection options.

Another effective way to request assistance is by choosing the Submit Ticket option from the Help menu. This feature allows you to report your request in Task form for a member of the Striven Help Desk to investigate and provide a solution.

When you select the Submit Ticket option, a Striven Support page will open in a new browser tab. There you can enter the subject of your request to briefly explain the topic, as well as any details or content you feel will aid the Help Desk Specialist with assisting you. There is a rich text editor provided to write out your request and include relevant links or external videos. Additionally, there is an upload box on the page to include images or documents related to your request.

Once you have submitted your request, it should show up in the Your Requests panel on the right side of the page.

Striven sends out certain system notifications that can be viewed from the Notifications option on the Help menu. These notifications may include announcements for scheduled system maintenance, quarterly updates, or highlighting new features.

Choose the Notifications option from the Help menu. This will open the System Notifications page in a new browser tab. From this page, you can sort the list of notifications by All, Release Notes, System Notifications, and Did you know? categories. There is also a Search field to help locate a specific notification by Title, Message, or Tags.

Brief announcements will display directly on this page, but lengthier notifications will have a Read More button. Clicking that button will display the full notification message on the current page.

Striven offers a comprehensive library of detailed User Guides and Integration Guides to reference for assistance when using the system. These guides help users quickly learn and understand Striven’s functionality and easily navigate the system, providing clear instructions for a simplified and smoother user experience. The guides are full of detailed visuals, including animated images in some cases, to simplify complex processes or steps. By empowering users to find solutions independently, Striven’s guides reduce the need for support tickets and streamline the overall user experience.

Click the Online Guide link in the Help menu to open the Striven Resources & Support Documentation page in another browser tab. From there, you can choose from the following options:

The Striven Community Board is a centralized forum for learning, sharing ideas and suggestions, and helping out fellow Striven users. This resource provides a platform for users to interact and engage with each other, as well as our Help Desk Specialists, to bolster their use and knowledge of Striven.

The first time you visit the Striven Community Board, you will need to register to interact with the message boards. The Community dashboard is organized by categories to assist users with finding the information for which they are searching or locating the best place to submit their posts. The available categories are as follows:

The Striven website is full of insight and details related to Striven, with feature highlights, links to pricing details, interesting and relevant blog articles, as well as user guides and other learning resources.

You can access our website by clicking on the Striven.com link in the Help menu. You can also access it from your web browser by entering Striven.com in your address bar.

The Striven Search tool provides a wide variety of granular options to narrow down results, ensuring you can find exactly what you need quickly. This includes navigating to specific pages within Striven, accessing detailed Customer or Vendor records, and managing core work tools such as Projects, Tasks, and Opportunities, while also providing a history of your previous searches for even faster access.

To begin using the Striven Search tool, click the Search or Ask a Question bar at the top of the page.

Selecting this field opens a menu of advanced filtering tools designed to sharpen your search for specific records. By interacting with this section, you can utilize detailed categories like Transactions, Contacts, and Tasks to locate precise information. Furthermore, this enhanced interface offers immediate access to your recent search history and includes a Show Inactive toggle, allowing you to incorporate deactivated entities into your results.

Below is a description of what can be accomplished within the Striven Search utility.

With this guide, we have reviewed all the ways you can gain assistance while using Striven. We’ve covered where to find helpful resources such as our live chat, where to submit a support ticket, and how to schedule a screenshare meeting with a Help Desk Specialist. Additionally, we’ve explored ways to find online documentation for Striven User Guides and Integration Guides, as well as interacting with other users within the Striven Community. By providing this assortment of support options, Striven aims to empower users to resolve their requests efficiently and independently, while also offering personalized assistance when needed.