Self-Service Portal

Our Self-Service Portal allows you to resolve your questions 24/7 without contacting Support. You can visit our Self-Service Portal by logging into crm.collaboratemd.com with your username (email address) and the password emailed to you. Within the Self-Service Portal, you can log new cases, add comments or upload attachments to open cases, and View or re-open closed cases,

You must be a CMD customer with a valid username and password to access the Portal, please contact the Support Department to gain access. 


Request access to the self-service portal

Any active CMD customers with a valid username and password may request to access the self-service portal through our Support Department. If you're having trouble accessing the Self-Service Portal, please send us an email.


Log a case

  1. Click the Log a Case tab.

  2. Enter the required information (version, category, section, etc.).

  3. In the Subject field, type a brief description that summarizes your question.

  4. In the description field, write a detailed explanation of your question or concern.

  5. Click Submit.

Important: Please allow 24-48 business hours for the case to process.


Upload an attachment to a case

  1. Click the View Cases tab.

  2. Click the Subject line of the case you wish to upload the attachment to.

  3. Scroll down and select Add Attachment.

  4. Select the file by clicking the Choose File or Browse… button.

  5. Click the Attach File button and upload the file.

  6. Click Done.


View your cases

The Home tab displays all of your open cases when you log in. If you are a self-service portal “Super User”, you will be able to view all of the open and resolved cases submitted by everyone under your organization. 

There are multiple ways to view and track your open and resolved cases once logged in:

  • To view open cases, click on the View Cases tab.

  • To view closed cases, click on the View Cases tab, then select the View Closed Cases button.