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Complaints and Commitments

Using interactions to track and manage your complaints and commitments process

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Using the complaints and commitments module allows you to track these and link multiple stakeholders, interactions and tasks to a single record type.

You can track and manage complaints and commitments in the Simply Stakeholders platform by creating an Interaction following the steps below.

Please note the same interface also applies when creating and editing Commitments.

1. Click on + Create > Interaction

  1. Click the Interaction Type drop-down and select Complaint or Commitment

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!

Your complaints will show in your interactions list highlighted in red:
Your commitments will show in your interactions list highlighted in blue:

5. Tag your Annotations and add Sentiment Scores - this is the same process for all interactions.

6. On the left sidebar you can enter or edit:

  • Meeting Details - Date, Communication Methods, Confidentiality, Priorities

  • Manually assign sentiment score

  • Additional Notes

  • Assign an Interaction Manager

  • Share this across different projects

  • Upload Files

Along the top is where you can:

  • Edit the message

  • View Activity History and add interactions and tasks

  • Manage relationships to add stakeholders and properties

  • Set up auto notifications

Auto Notifications for complaints will be sent when:

  • The complaint/commitment is created and assigned to a User

  • The complaint/commitment is assigned to a new User

Interaction reports can be sent manually if you would like to notify people via email. 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 and Commitments, if you are interested in managing Complaints and Commitments, 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].

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