When to Contact Us
If you've tried the self-service steps in Solutions to Common Bugs and still need help, we're here for you.
Before you reach out
To help us resolve your issue as quickly as possible, please attempt to provide the following information:
For export issues
- Client name/policy number
- Export type (Word or Excel)
- Which fields are missing or incorrect
- A screenshot showing the problem
For CRM sync issues
- Case/policy identifier
- CRM name (e.g., Intelliflo, XPlan, Curo, Plannr)
- What you expected vs. what appeared in the CRM
For login/access issues
- The email address you're trying to log in with
- Any error messages you see
- Whether you're a new user or existing user
- Browser and device (e.g., Chrome on Windows)
How to contact us
Use the support email
Click the Email Support in the top-left of this documentation site to email us at support@4admin.co.uk. Alternatively, you can email us directly. We aim to reply within 3 hours.
What happens next
- We'll acknowledge your message — usually within a few hours during business hours.
- We'll investigate — using the details you provided.
- We'll update you — with a resolution, workaround, or follow-up questions.
For urgent issues affecting multiple users or blocking work, please mention "urgent" in your message and we'll prioritise accordingly.
Tips for faster resolution
- Be specific: "Export is missing fund names for case ABC123" is better than "exports aren't working"
- Include screenshots: A picture is worth a thousand words
- Try the self-service steps first: Often the fix is a quick refresh or re-export
- Check this documentation: Many questions are answered in Solutions to Common Bugs