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Customer Complaint Manager
Tool Documentation
How To Access Customer Complaints
Setup
- 2.1 How To Create A Complaint Template
- 2.1.1 How To Add Email Triggers
- 2.1.2 How To Duplicate A Complaint Template
- 2.1.3 How To Delete A Complaint Template
- 2.1.4 How To Setup Pre-Set Fields For Use In A Complaint Template
- 2.2 How To Create An Investigation Template
- 2.3 How To Create A Confirmation Form
Customer Complaint Usage
- 3.1 How To Record A Customer Complaint
- 3.1.1 How To Share With A User For Investigation
- 3.1.2 How To Recall A Complaint
- 3.1.3 How To Send A PDF Report Of A Customer Complaint
- 3.2.1 How To View The Complaint Details
- 3.2.2 How To Complete The Investigation Template
- 3.2.3 How To Save A Draft To Complete Later
- 3.2.4 How To Send A Completed Investigation Back For Approval
- 3.3.1 How To Request More Information On An Investigation
- 3.3.2 How To Confirm & Close A Complaint
How To Access The Activity Overview For Customer Complaints
Reporting
User Access
- 6.1 Grant A New User Access
- 6.1.1 Grant View Access
- 6.1.1.1 View Access Per Site
- 6.1.2 Grant Record Access
- 6.1.3 Grant Create/Edit Template Access
- 6.1.4 Grant Share Access
- 6.1.5 Grant Admin Access
- 6.1.6 Grant Respond Access
- 6.1.7.1 Granting Supplier Types Access
- 6.2 How To Amend A User’s Access
- 6.3 How Remove A User’s Access