Who is this article for?

Users responsible for managing customer accounts.

Customer Raise CA/PA permissions are required.

The  Customer complaints section can be used to track various types of complaints. In most cases, this will be complaints against your organisation from your customers.

Complaints are all created and managed as CA/PA records via the CA/PA module so that they can follow a workflow from start to finish.

This article outlines how to log a new customer complaint on a customer record.

1. Raising a customer complaint

To raise a complaint:

1. Open the Customer module.
2. Open a customer record.
3. Expand the Complaints section.
4. Click New Complaint and then select if you would like to raise a complaint via a Wizard or using a Template.

Looking for information on CA/PA Wizards and Templates? Visit How to Configure CA/PA Templates or How to Configure CA/PA Wizards for details.

5. Follow the on-screen instructions.