Who is this article for?

Users who are configuring Customer Complaints.

Manufacturer Userpermissions are required.

Customers is a page that allows you to customise the complaint approach on a per retailer basis, giving you the opportunity to provide a more tailored experience depending on the contract you have with each of them. This guide will show you how to create entries for customers and modify them as needed.

1. Customers
2. Adding Customers
3. Editing Customers
4. Delisting Customers
5. Further Reading

1. Customers

To view the customer list:

1. Expand the Customer Complaints menu.
2. Click Settings & Templates.
3. Select Customers from the list.

You will be taken to a new page with a table of customer information stored on your system.

Delisted suppliers are listed in red.

2. Adding Customers

To add a customer:

1. Click Add New Customer.
2. Scroll down to see the form.
3. Enter a unique Customer Name.
4. Determine the Complaint Deadline.
5. Define the Admin Charge.
   This will be charged to the customer if they raise a complaint.
6. Enter a Customer Email.
7. Choose if you want to map a Customer.
   Mapping to a specific retailer will let the customer identify all complaints raised with it.
8. Click Save.

The page will refresh, and your new entry will now appear in the list. You should also see a confirmation dialog appear in the top-right of the page.

3. Editing Customers

To edit a customer:

1. Select the Edit icon on the right of their row.
2. Scroll down to see the form.
3. Make necessary adjustments.
4. Click Update.

In this example, we're changing the admin charge amount and currency.

After clicking Update, the page will refresh, and you should see a confirmation dialog in the top-right.

4. Delisting Customers

While configuring complaint deadlines for customers, you may spot one that you no longer work with. To keep your records neat, we recommend delisting them from this view.

To delist a customer, tick Delist for the customer you want to deactivate and confirm by clicking OK in the pop-up.

The page will refresh, and you should now see their entry listed in red.

To relist a customer, repeat the steps outlined above to untick the box.

5. Further Reading

• Adding Customer Complaints and Comments