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truForm: Requesting Updates

  • Request truForm Changes, Updates or New Setup

    Need modifications or updates to your TruForm? Simply reach out to us at the below email address. Whether it's customization requests or adjustments, our experts will work closely with you to meet your requirements efficiently.

    Email: truform@revenuewell.com

    Once your request is received, this will create a ticket within our communication support platform.  We will review and reply to your request in 1-2 days.  

    If we have asked you to review an attachment within this email reply, please see below.  

  • Accessing Attachments

    truForm onboarding may send you attachments from our communication support platform.  You will need a login to access these attachments.  

    Please see step by step instructions below:

    1. Click the attachment link in the email from the truForm onboarding department
    2. If you already have an account registered, log in (using the same email the onboarding team instructed you to use within the accessing attachments instructions they included in your email)
    3. If you are not registered:
      1. Click New to RevenueWell? Sign up (directly below the blue Sign in button)
      2. Enter your full name and email address (using the same email the onboarding team instructed you to use within the accessing attachments instructions they included in your email)
      3. Click Sign Up
      4. Check your email for the authentication link
      5. Click the link in your email to complete the process of setting your password
    4. Once you are logged in, click your name in the upper right corner of the page and select Requests
    5. From this page, you can access all of your requests with our team. 
    6. Click on the email subject line that has your attachment
    7. Look for attachments, this will be listed directly below the RevenueWell members email signature line OR to the column on the right below:

    Moving forward (once your login is created), you can access these requests directly through the following link, using the credentials you just set up:
    https://help.revenuewell.com/hc/en-us/requests

     

  • Reset Password

    If you need to reset your RevenueWell communication support platform, follow these instructions to do so!!

    You can reset your password directly through the following link: 
    https://revenuewell.zendesk.com/auth/v2/login/password_reset