You can track and manage complaints in the Simply Stakeholders platform by creating an Interaction following the steps below.
Click on + Create > Interaction
Click the Interaction Type drop-down and select Complaint
3. Add the required field details:
Subject
Communication Method
Date and Time
Confidentiality (if required)
Assigned to
Due date
Priority
Message
4. Click on Save & Exit to finalize the interaction or click Save & Continue to add additional details - we recommend adding as much info as possible!
5. Tag your Annotations and add Sentiment Scores - this is the same process for all interactions.
6. In the Details tab you can enter:
Additional information or an alert in the Message classification card
Assign the Owner
Link the Stakeholder/s
Manually manage Tags
Upload any Files
Assign an Interaction Manager
Your complaint will show in your interactions list highlighted in red:
Auto Notifications for complaints will be sent when:
The complaint is created and assigned to a User
The complaint is assigned to a new User
Manual Notifications for complaints will need to be sent if you would like to notify people of any changes or updates to the Complaint. This can be done by using the envelope in the top right-hand corner of the Interaction record.
The core plan does not include Complaints, if you are interested in managing Complaints please reach out to Customer Success at [email protected]. Please note that Commitments is included as part of the Complaints module.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].