CRM Phase 2 - Flipbook - Page 64
STEP
PROCESS
STEP 7
To complete the complaint, click on Save.
STEP 8
The complaint can now be viewed within the Summary tab within the customer record.
Note. The complaint is shown in red text and highlighted in blue to denote and
outstanding complaint. Once the complaint is satisfied the highlight will disappear but
the line will remain in red to show that it is a complaint.
STEP 9
To help you to distinguish between the different types of follow-ups, click on the option
for Help from the toolbar and select Legend, presented is the following screen:
Recording a Complaint
02.003.11 L1 9304E
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