CRM Phase 2 - Flipbook - Page 62
Record a
Complaint
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the relevant
Customer record and
click on the Complaints
icon from the toolbar
Complete contact
date and time
Note. All fields must be
completed
Complete all contact
detail including
description of contact
Does an action
button appear?
YES
Refer to process 02.003.02 L1
Satisfying a Contact
NO
Documents can be scanned
against contact notes, this
can be very useful for
complaints
Refer to process
02.003.03 L1
Using Action
Buttons
Are extra
Contact notes
required?
YES
Refer to process
02.003.07 L1
Extra Contact
Notes
NO
Complete follow
up executive, date
and time
The complaint is shown in
Red within the Summary of
the Customer record to
denote a complaint
Click on Save
Recording a Complaint
02.003.11 L1 9304E
Page 62 of 205
