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Settings & Data
How to contact support effectively
What to include in a support request so the issue can be reviewed quickly.
Common symptoms
- You are not sure what details to include in a ticket.
- Support asked for more information.
- You want to share files without exposing unnecessary personal details.
What to try first
- 1Describe what you expected and what FolioSync showed instead.
- 2Include the app version, device model, and Android version when the issue may be device-specific.
- 3Send screenshots of the relevant screen and any error message.
- 4Mention the affected portfolio, stock symbol, fund name, transaction date, or report type.
- 5For calculation issues, include an Excel export when possible.
- 6For import issues, attach the original PDF or CSV that failed or imported incorrectly.
- 7Hide account numbers, CNIC, and unrelated personal details before sharing files.
- 8Keep table headings, dates, symbols, fund names, quantities, prices, charges, and transaction rows visible so support can review the issue.
When opening a ticket
- Use the support portal for files and screenshots.
- Do not send passwords, brokerage login details, private access keys, or unrelated personal documents.