Fix Issues, Get Back to Note-Taking

Customer Information

(Required for follow-up and troubleshooting)


First Name:

Last Name:


Email Address:

Phone Number:

App Version: (e.g., 2.5.1 – found in Settings > About)

Device Model: (e.g., iPhone 15, Samsung Galaxy S23, iPad Pro 11")

Operating System Version: (e.g., iOS 17.5, Android 14, macOS 14)

Marketplace Used for Purchase/Download: (e.g., Apple App Store, Google Play Store, etc.)

Subscription Status:

Issue Details

(Select the closest match to your problem)

A. General Issues

Type of Issue:

When did the issue first occur? (Date & time if possible)

Steps to Reproduce the Issue: (Describe what you were doing before the problem occurred)

Does the issue happen consistently or intermittently?

Have you tried any troubleshooting steps? (e.g., restarting the app, reinstalling, checking for updates)

B. Syncing & Backup Issues

Are you using cloud sync? (e.g., iCloud, Google Drive, proprietary sync)

Last successful sync date/time (if known):

Error message received (if any):

Are other devices affected?

C. Data Loss Issues

When was the last time you saw the missing note(s)?

Do you have a recent backup of your data?

How did the notes go missing?

D. Payment & Subscription Issues

Issue Type:

Receipt/Order Number:

Payment Method:

Have you contacted the app store’s support team?

Additional Information

Upload Screenshots/Videos if possible:

Enter text

Enter text

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Error Logs (if available):

Any other details that might help resolve the issue?

Follow-Up Preferences

Preferred contact method:

Consent to collect diagnostic data for troubleshooting?

App Support Form Insights

Please remove this app support form insights section before publishing.


Here’s a detailed breakdown of the Note-Taking App Support Form, explaining its structure, purpose, and how each section helps in troubleshooting and improving customer support efficiency:

1. Customer Information (Critical for Diagnostics & Follow-Up)

  • Why it’s important:
    • Identifies the user for personalized support and ensures compliance with data privacy laws (e.g., GDPR).
    • App version and device/OS help pinpoint compatibility issues (e.g., crashes on iOS 17 but not iOS 16).
    • Marketplace clarifies purchase/refund policies (Apple App Store vs. Google Play have different workflows).
  • Key Insights:
    • A user on an outdated app version might need an update, while a latest-version bug requires developer investigation.
    • Subscription status filters issues into free-tier limitations vs. paid-feature bugs.

2. Issue Details (Structured Troubleshooting)

A. General Issues

  • Purpose: Categorizes high-level problems (crashes, sync, UI) for quick triage.
  • Critical Questions:
    • Reproducibility: If the issue is intermittent, it may relate to network conditions or background processes.
    • Troubleshooting attempts: Avoids redundant steps (e.g., if the user already reinstalled the app).

B. Syncing & Backup Issues

  • Why it matters: Sync failures are common in note-taking apps due to cloud service conflicts or permissions.
  • Diagnostic Clues:
    • If only one device is affected, the problem is likely local (e.g., cache corruption).
    • Error messages (e.g., "iCloud quota exceeded") direct support to specific fixes.

C. Data Loss Issues

  • Root Cause Analysis:
    • Accidental deletion → Guide to trash/recovery features.
    • Sync conflicts → Check timestamps or version history.
    • No backup → Highlight export/backup options post-recovery.

D. Payment & Subscription Issues

  • Why Separate?: Payment issues often require escalation to marketplace support (App Store/Play Store).
  • Key Data:
    • Receipt number is mandatory for refunds/verification.
    • Payment method flags declined transactions (e.g., expired card).

3. Additional Information (Advanced Diagnostics)

  • Screenshots/Video:
    • Essential for UI bugs (e.g., misaligned buttons) or error pop-ups.
  • Error Logs:
    • Debugs crashes (e.g., stack traces for developers).
  • User Context:
    • Free-text field captures edge cases (e.g., "Issue occurs only when attaching PDFs").

4. Follow-Up Preferences (Optimizing Support Workflow)

  • Purpose:
    • Reduces response time by aligning with user availability.
    • Diagnostic data consent ensures compliance while aiding bug fixes.

Design Insights & Best Practices

  1. Structured vs. Open-Ended:
    • Dropdowns/multiple-choice (e.g., issue types) accelerate ticket sorting.
    • Free-text fields (e.g., "Steps to reproduce") capture unique scenarios.
  3. Prioritization:
    • Payment/data loss issues are high-priority and should trigger urgent workflows.
  5. Avoiding Redundancy:
    • Questions like "Have you reinstalled the app?" prevent wasted time.
  7. Scalability:
    • The form adapts to new issues (e.g., adding "AI feature errors" under General Issues).

How This Improves Support Efficiency

  • For Agents:
    • 80% of common issues (e.g., sync failures) are resolved using predefined scripts based on form inputs.
    • Complex cases (e.g., corrupted databases) are escalated with all needed data.
  • For Developers:
    • Aggregated form data identifies recurring bugs (e.g., crashes on Samsung devices).

Suggested Enhancements

  • Integration: Auto-fetch device logs (with permission) via in-app tools like Sentry or Firebase Crashlytics.
  • Localization: Add language options if the app serves global users (without Perth-specific constraints).
  • Automation: Use AI to suggest fixes (e.g., "Enable iCloud Drive in Settings") based on issue type.

This form balances user-friendliness with technical depth, ensuring faster resolutions while reducing back-and-forth communication.

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation before publishing.


These questions are required because they:

  • Accelerate issue resolution by providing critical diagnostic data.
  • Reduce back-and-forth between support and users.
  • Ensure legal/compliance (e.g., payment verification, GDPR).

1. Full Name

  • Why Mandatory?
    • Required for personalized support and ticket tracking.
    • Legal necessity for subscription/refund requests (marketplace policies).

2. Email Address

  • Why Mandatory?
    • Primary contact method for follow-ups.
    • Needed to send recovery links (e.g., password reset, data exports).
    • Proof of purchase for paid users (receipts are tied to email).

3. App Version

  • Why Mandatory?
    • Bugs may exist only in specific versions (e.g., "v2.5 crashes on save").
    • Support can rule out outdated-software issues immediately.

4. Device Model & OS Version

  • Why Mandatory?
    • Hardware/OS-specific bugs (e.g., "iPad Pro M1 freezing" or "Android 14 sync failure").
    • Helps prioritize fixes (e.g., 80% of crashes occur on iOS 17).

5. Marketplace Used for Download

  • Why Mandatory?
    • Payment/subscription issues must be routed to Apple App Store, Google Play, etc.
    • Refund policies differ by marketplace.

6. Issue Type (General/Sync/Payment/Data Loss)

  • Why Mandatory?
    • Directs the ticket to the right team (e.g., billing vs. technical support).
    • Critical for SLA compliance (e.g., payment issues require <24h response).

7. Steps to Reproduce the Issue

  • Why Mandatory?
    • Confirms if the bug is user-error (e.g., "Deleted notes manually") or systemic.
    • Developers need reproducibility to fix bugs.

8. Subscription Status (If App Has Paid Features)

  • Why Mandatory?
    • Free users may hit limits (e.g., "Can’t add more notes").
    • Paid users need priority support (e.g., subscription not activating).

9. Error Message (If Applicable)

  • Why Mandatory? (When available)
    • Exact error codes (e.g., "iCloud Error 504") allow instant lookup in knowledge bases.

10. Consent for Diagnostic Data Collection

  • Why Mandatory?
    • Legal requirement under GDPR/CCPA for data privacy.
    • Enables log analysis for crashes/sync failures.

Why Other Questions Are Optional

  • Screenshots/Logs: Not all users can provide them.
  • Follow-up preferences: Email is default; alternatives are nice-to-have.
  • Detailed notes about data loss: Only critical if the issue is data-related.

Key Insights

  1. Without these fields, support teams waste time asking for basics.
  2. Payment-related tickets require strict mandatory fields (receipts, marketplace) for fraud prevention.
  3. Reproducibility is king in bug fixes – vague reports delay resolutions.
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