Docs / Solution / Complaints Management / Tasks
Working with the App
2026/08/28 • 2 min. to read
In this topic
Use Complaints Management to capture a customer complaint, assign responsibility, coordinate required notifications, and document the resolution.
Before you start
- Complete App Setup, including the complaint number series.
- Maintain the classification values for origin, status, priority, department, area, and reason.
- For reportable complaints, configure a contact group with its persons and ensure users have valid email setup.
Main process
- From a customer card or list, choose New Complaint, or open the complaint list and create a complaint.
- On the Complaint Card, enter the title, customer and contact, classification, owner, complaint details, and corrective actions.
- Answer the required-to-report questions. A Yes answer marks the complaint as required to report; unanswered questions keep the result open.
- Use Release and Send to release the complaint and send the owner and, where applicable, required-report notifications.
- Review recipients and confirmations on Notifications. Use Send Notifications to send any remaining unsent messages.
- Use the Complaint List, change logs, and attachments to review progress and supporting information.
Related topics
This page should describe the app in detail, e.g. the process itself, how to use the app. However, additional pages can also be added.
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