How to Filter the Help & Support Panel

The Help & Support panel allows you to easily navigate to your company's most recent quotes, orders, warranty claims, and view general questions without leaving the dashboard. Learn about the filters you can use in the Help & Support panel.

All

When you log in to Partner Portal, the Help & Support panel is to the right of your Dashboard

Dashboard

The All tab shows every quote, order, and warranty that you or your company has entered in the last 12 months. At a glance, you can see the name, ID number, and status of your quote or order. When you click on your quote or order, you can see more details about the status of your request. You are also able to message a team member on that specific request. 

All button

Tip: If you are looking for a quote or an order that you don't see right away, we recommend searching in the Quotes or Orders tab at the top of the page. You can learn more about our statuses in our article How to View Quote Status.

Quotes Orders

Orders

The Orders tab indicates your company's current orders up to the last 3 months. 

Orders

Tip: If you would like to see quotes and orders older than 3 months, you have options to filter for Last 6 Months and Last 1 Year in the panel.

Quotes

The Quotes tab shows every quote that you or your company has requested from Gemini up to the last 12 months. Clicking on a quote will provide an order number if the quote has been converted into an order. 

Quotes

Note: Turn on the additional Needs Attention filter to see the quotes and orders waiting for details from you. Needs attention

Warranty

The Warranty tab shows any warranties that have been entered on your account. Warranties are replacement orders, whether the entire order or components of an order are being replaced. 
Warranty

Tip: If you need to place a warranty order on a piece of signage, read our article on How to Report an Issue.

Help Desk

The Help Desk tab displays general messages not associated with an existing quote, order, or warranty. 

Help Desk

If you have any questions or concerns, you can connect with a team member by either clicking the black paper airplane icon at the right side of the screen, or click the Start a New Message button in the Help & Support Panel.

 


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