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
Navigate to Lists > Retail Customer Complaints > All.
Select New and fill in the information about the customer complaint.
| Fields | Description |
|---|---|
| Service | Type of service request. |
| Customer name | Name of the customer. Note: The name of the customer might not get registered in the system. |
| Customer email | Email address of the customer. |
| Priority | Sequence in which this case must be resolved, based on the impact and urgency. |
| Assignment group | Associated assignment group that is responsible for working on this request. |
| Reported Retail Organization | Retail organization from which this request has been created. |
| Assigned to | Person who is responsible for working on this request. |
| Short description | Short description about this request. |
| Description | Details about this request. |
Select Save.
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