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
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].