How to create a case for a Complaint/Compliment.
1. On the Left hand side under "Service" select "Cases".
2. Select "New Case" up above.
- Enter description for the Complaint or Compliment under "Case Title".
- Under "Case Type" hit ENTER, select "Complaint/Compliment".
- Under "Category" hit ENTER, select the appropriate complaint/compliment.
- Under "Customer" search customer or create new contact.(How to create a new contact guide here.)
- Select the "Location".
- Enter a brief description of the Complaint/Compliment under "Description".
- Select "Yes" or "No" under "Does Customer Want Follow-Up".
- Select whether it is a "Complaint" or "Compliment".
- Enter appropriate "Case Title".
- Under "Customer" search customer or create new contact.(How to create a new contact guide here.)
- Select the "Location".
- Enter a brief description of the "Program/Event Name".
- Select whether it is a "Complaint" or "Compliment".
- Enter appropriate "Case Title".
- Under "Customer" search customer or create new contact.(How to create a new contact guide here.)
- Select the "Location".
- Enter staff member name under "Staff Member Name".
- Select whether it is a "Complaint" or "Compliment".
- Enter appropriate "Case Title".
- Search "customer" or create new contact. (How to create new contact guide here.)
- Enter "License Plate #" and "Vehicle #".
- Enter "Location of Incident".
- Enter a brief "Description" of the incident.
- Select whether it is "Complaint/Compliment".
Once you have filled out all information for that case click "Save & Route"
