Adding an Action

To add an action to a customer complaint form, do the following:

1. Locate the "Actions" section near the bottom of the Customer Complaint form.
2. Click "Add"
   
   
3. A window will pop up to allow details of the action to be entered.
4. Fill out all fields on the pop up window.
   • Action Type - Select the appropriate action type
   • Subject - Enter a short title / description of the action
   • Date / Time - Enter the date / time of the action
   • Summary - Provide a detailed summary of the action
   
   

   

5. Click Save.

Related Links:

• Accessing the Customer Complaint Form
• Customer Complaint Form