How To: Setup Complaint Statuses
System Data associated pages System Data Overview
System Data "How Tos"
Complaint Status allows the user to define at what stage a complaint is, see the examples below. This helps with the processing of complaints and makes it a useful tool to be able to inform the customer at what stage their complaint is.
- Open a System Data screen .
- Open the
[ CRM Manager | Complaint Statuses ]
screen. - Press Alt+E or click
to enter edit mode.
- Press F3 or click
to add a new item.
- Enter the description for the complaint status in the complaint status, for examples see below.
- If the Complaint Status is one where the complaint is considered to be active, tick the Active checkbox.
- Add a number in the Sort Order column so that the complaint statuses will appear in a logical order.
- Press Ctrl+S or click
to save.
Examples of Complaint Statuses
|
|
|
---|---|---|
Logged | |
|
Awaiting Arrival | |
|
Collection arranged | |
|
Investigating | |
|
Awaiting response from supplier/other third parties | |
|
Awaiting management approval | |
|
Awaiting customer response | |
|
Disputed | |
|
Closed: Resolved | |
|
Closed: Unresolved | |
|
Complete | |
|