 Customer Support
HighlineFI is a powerful, web-based data and analytics solution, and it enables you to accomplish very complex tasks with minimal effort. However, sometimes questions arise, and Support is here to assist you.
We offer free telephone and e-mail support for a wide variety of issues so please let us know how we can help:
• General use of our online products
Including: how to view data, creating custom reports, creating saved groups, creating merges, mapping
• Data support
Including: general information about our data, term definitions, validation against federal regulators, ratings questions
• Technical issues
Including: security settings, online add-in settings, online reports assistance
• Spreadsheet conversions
Including: converting existing spreadsheets for use in our add-in
• Custom reports
Including: historical data, one-time reports, quarterly reports
• Highline Financial legacy products (CDs, books)
Including: Bank Search CD installation and shipping issues
Contact Information
Hours: M-F, 8:30 am to 6:30 pm Eastern
Phone: 1-877-305-6657
E-mail: support@highlineFI.com
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Training
We always recommend taking advantage of our free customer training sessions for fast and thorough instruction in using our products and data. It is easy to schedule through our Customer Support group, and it's the best way to gain the maximum benefit from your HighlineFI subscription. Sessions are conducted over the phone and using GoToMeeting (web-based meeting solution).
Sessions
• QuickStart Training
A through overview of HighlineFI's features and capabilities, via GoToMeeting and telephone. QuickStart sessions can accomodate up to 15 associates. Explore the home page and each module's components and capabilities.
• Mastering HighlineXL Excel® Add-In: Basics
An introductory look at our powerful Excel Add-In, conducted one-on-one via telephone. Gain assistance and information about installation, as well as hands-on training for formulas and functions. You will learn: basic formulas, creating tables, and customizing spreadsheets for use as templates.
• Mastering HighlineXL Excel® Add-In: Advanced
In-depth training for our Excel Add-In users, conducted one-on-one via telephone. Develop your skills with advanced techniques or convert your existing Excel power-user skills for use in HighlineXL.
Scheduling
Customers can request training by calling or e-mailing Support. We respond to requests immediately to schedule a day and time that is best for you, usually within a week.
Contact Information
Hours: M-F, 8:30 am to 6:30 pm Eastern
Phone: 1-877-305-6657
E-mail: support@highlineFI.com
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