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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create and assign a retail customer complaint case in workspace

Create and assign a retail customer complain case in Workspace on behalf of a customer.

Before you begin

Roles required: sn_rtl_cs_cmplnt.agent, sn_rtl_cs_cmplnt.agent_manager

About this task

The retail customer complaint case type enables customers to submit complaints anonymously via phone or email.

Procedure

  1. Navigate to Lists > Retail Customer Complaints > All.

  2. Select New and fill in the information about the customer complaint.

FieldsDescription
ServiceType of service request.
Customer nameName of the customer. Note: The name of the customer might not get registered in the system.
Customer emailEmail address of the customer.
PrioritySequence in which this case must be resolved, based on the impact and urgency.
Assignment groupAssociated assignment group that is responsible for working on this request.
Reported Retail OrganizationRetail organization from which this request has been created.
Assigned toPerson who is responsible for working on this request.
Short descriptionShort description about this request.
DescriptionDetails about this request.
  1. Select Save.

  2. Self-assign the case by selecting Assign to me or work on the assigned case by selecting Accept.

    Note: Select Task related list to view your existing tasks and select New to add a task.

Parent Topic:Manage customer complaints