1. Finance Guide
  2. Recording Customer Appeals or Grievances (End User)

Recording Customer Appeals or Grievances (End User)

End users can record customer complaints.

To record a new customer complaint

  1. Navigate to the Service screen, and then the Service Request List view.

  2. In the Service Requests list, add a record and drill down on the SR #.

  3. In the Service Request form, complete the necessary fields.

  4. Click the Appeals & Grievances view tab.

  5. In the Complaint Detail form, complete the necessary fields.