1

Identify your account

Include the email associated with DataThat and the CRM location affected by the request.

2

Describe the connection status

Tell us whether installation, login, initial sync, or ongoing contact updates are affected.

Before submitting

Confirm you are using the email assigned to this CRM location. Each location requires a unique account email.

1

Name the chart or list

Include its name, type, selected tags, custom fields, and date range.

2

Explain the data difference

Provide the result shown and the result you expected, including example contacts or tags when possible.

Tag date reminder

Tags present during initial sync use the initial sync timestamp. Later additions and removals use their recorded activity time.

1

Identify the report

Include the report name and the widgets, lists, or content blocks involved.

2

Describe the output issue

Tell us whether the problem affects editing, layout, page breaks, preview, PDF output, or scheduled delivery.

Useful details

Include the page size, orientation, date range, and recipient type when they are relevant.

1

Identify the subscription

Include the account email, plan name, and whether billing is monthly or annual.

2

State the requested change

Describe whether you need help with activation, plan changes, renewal, cancellation, or a payment record.

Protect payment details

Do not submit a complete card number, security code, CRM password, or access token.

Support Request

Tell us what you need help with

Provide enough detail for the support team to identify the account, feature, and expected result.