1. How To Access Customer Complaints 4

• 1. How To Access Customer Complaints
• 1.1 How To View Completed Customer Complaints
• 1.2 How To View Customer Complaints Awaiting Investigation
• 1.3. How To Change The Site You Are Viewing Customer Complaints For

2. Setup 7

• 2.1 How To Create A Complaint Template
• 2.1.1 How To Add Email Triggers
• 2.1.2 How To Duplicate A Complaint Template
• 2.1.3 How To Delete A Complaint Template
• 2.1.4 How To Setup Pre-Set Fields For Use In A Complaint Template

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3. Customer Complaint Usage 10

• 3.1 How To Record A Customer Complaint
• 3.1.1 How To Share With A User For Investigation
• 3.1.2 How To Recall A Complaint
• 3.1.3 How To Send A PDF Report Of A Customer Complaint
• 3.2.1 How To View The Complaint Details

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4. How To Access The Activity Overview For Customer Complaints 2

• 4. How To Access The Activity Overview For Customer Complaints
• 4.1 How To Search For Specific Activity

5. Reporting 3

• 5.1 How To Analyse Recorded Customer Complaints
• 5.2 How To Create A Completed Snapshot Report On Customer Complaints
• 5.3 How To View Saved Analysis & Snapshot Reports

6. User Access 11

• 6.1 Grant A New User Access
• 6.1.1 Grant View Access
• 6.1.1.1 View Access Per Site
• 6.1.2 Grant Record Access
• 6.1.3 Grant Create/Edit Template Access

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