How To: Update a Comment/Complaint

Page approved.

To add a comment or complaint into the CRM screen, see How To: Create Comment/Complaint.

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Detail | CRM | Comments / Complaints ] tab.
  4. The tab consists of four areas.
    • Active / Inactive Complaints (a tri-state checkbox, set to the "on" setting. /a tri-state checkbox, set to the "off" setting /a tri-state checkbox, set to the "ignore" setting tri-state filter): Active complaints (ticked), inactive complaints (unticked) or both (black square).
      Green button to refresh after setting or removing the filter.
    • Top grid showing all the complaints according to the filters set.
    • Comment section showing comments for a selected comment/complaint.
    • Bottom grid showing history for a selected comment/complaint.
  5. Select the correct comment/complaint from the grid.
  6. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  7. If the status has changed, press F4 in the Status field and select the new status from the list.
  8. If the user responsible for the new status is different to that shown in the User field, press F4 and select the correct user from the list.
  9. Enter any comments in the first box in the comments section.
  10. If there is an ISO Preventive Comment, enter it in the relevant comment box.
  11. Once you have made a change, a History Comment free text field will appear so you can document the change if you wish. Any comments entered here will appear in the Comment column in the read-only History grid below.
  12. If you wish to add a Comm Log entry:
  13. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the record.

See Also

Visit KhaosWikiX at to see the following:

Contact the Khaos Team