Sometimes, support cannot be done over the phone. It can be frustrating, especially for the person looking for help and they are already on edge because things just aren't working they way they want. So, for those times, we offer remote support, where we can log into your computer and take care of things quickly.
There are several ways to do this, with some names you may have heard of like GoToMyPC, Windows Remote Access, VNC, and any number of programs. We use Crossloop, for no other reason than it is simple to use. The others may also be easy, but this works for us.
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I'll try to simplify the process. Most of it is self-explanatory, but sometimes a graphical tour is helpful for some.
First, lets go get that software installed from our Crossloop page. Seven Sages Crossloop Expert
CrossLoop allows you to easily share your computer screen - no access codes required. If you already have CrossLoop installed, it is just 1-click to 'Allow Access'. But, you are here because you don't have it installed. So, let's get it installed.
You will see the Share Screen button.
Click the Share Screen button, and you are asked to select the amount of time the expert will have remote access to your computer.
Enter your name. This is only for identifying you as the computer I am connecting to. If you don't put something, even the company name, your computer will be named First Last with all the others in my console. That's just silly.
Indicate how long to give access for - from 1 hour up to 1 year. Usually, a week is good, since it allows for me to follow up as needed. You can always revoke access.
You do NOT need to create an account, or login. That is only needed for those that might use other services of CrossLoop.
When you click 'Start', you will be brought to a download screen giving you instructions.
To save you time and scrolling thru that box, I've put the basic instrucutions here. It may be different for you, depending on your browser, but it's all basically the same.
Save File, Run to Install.
Once installed, you will likely get a screen for showing the CrossLoop app, and a pop-up that asks if you should have it start with the computer. For now, say yes.
You then have the app showing.
Let me know you have it up and running. You should not have to give me the code or click connect here.
Once I see you in my console, I can start Session, and you'll get a pop-up asking for control:
Allow the Connection: Click the "Yes" button to allow access to your PC. Your session should begin momentarily.
Select the "Disconnect" button in the lower right hand corner of the application to end the session at any time.
You can also check settings in the tasbar:
Now... let's get to work.