How To: Setup Complaint Statuses

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.

  1. Open a System Data screen (show me how).
  2. Open the [ CRM Manager | Complaint Statuses ] screen.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the description for the complaint status in the complaint status, for examples see below.
  6. If the Complaint Status is one where the complaint is considered to be active, tick the Active checkbox.
  7. Add a number in the Sort Order column so that the complaint statuses will appear in a logical order.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Examples of Complaint Statuses

Complaint StatusActiveSort Order
Logged(ticked)10
Awaiting Arrival(ticked)10
Collection arranged(ticked)20
Investigating(ticked)30
Awaiting response from supplier/other third parties(ticked)40
Awaiting management approval(ticked)50
Awaiting customer response(ticked)60
Disputed(ticked)60
Closed: Resolved(NOT ticked)70
Closed: Unresolved(NOT ticked)80
Complete(NOT ticked)80

See Also


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