Overview
After all customer complaint-related issues have been resolved, the accounts payable are closed, the customer is satisfied with resolving the complaint, the complaint closure is required to finish the customer complaint management process.
Usually, the entire process of complaint handling must be analyzed, a comprehensive report must be prepared during the process. The report may consist of information about the negotiation process, about decisions made, actions performed, complaint consideration results achieved, customer feedback received.
In the end, the customer complaint is marked as fulfilled.
As a result of the process, the customer complaint is closed.
Video guide
Close customer complaints flowchart
Paths
| Path | CRM and marketing CRM Complaints |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.Complaints
|
| In-app link RU code |
e1cib/list/Справочник.Претензии
|
How to report on complaint processing
1. Go to CRM and marketing, then click Complaints under CRM.
2. Find and open the Complaint document with Planned status.
3. In the Complaint document, click the Review results tab.
4. Enter complaint processing and closure information.
5. Click the Attachments hyperlink and attach files, if it is required.
How to close customer complaints
1. In the Complaint document, set the Fulfilled status.
2. Specify the actual End date.
3. Save the document.