How Do I Complete The Complaints Register?
- Select Settings
- Select Complaints
- Click Add complaint
- Complete each of the data entry boxes in turn on the screen;
Date Received - Date advised of issue
Client - Select from the list.
Use the + to quick add a client if necessary
Advisor - Select from the list.
The Advisor must appear on the Staff Register
IFA Settings/Staff to appear in the list.
Service Type - Type of service that the complaint is about
Product Group - Product Group that the complaint is about
Product Type - Product Type that the complaint is about
Upheld - Record decision
Total Redress Paid - Record total compensation payment
Date Closed - Record date case completed
- Click Save
Keep the record updated as the case progresses
- Click Action
- Click Edit update the case details and click Save
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