How to Setup new Complaint Types

7 years ago
Kerry Sweeney
1 minute

To set up a new customer complaint type:

  1. Go to the Season Icon > Setup Office > System Settings and Default Codes.

  1. Go to the CRM tab > Select the unlock icon and enter your admin/supervisor password >  Select the ‘Settings’ and ‘Types’ tab.

  1. To add a new complaint type, select the icon with the green plus.
  2. Once you have entered the new Description and cost, select the save Icon to save the changes.

  1. If you go to problem type in the CRM you will see the new complaint type in the drop down menu.