Edit an existing complaint

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On the Complaints view, you can either scroll to the complaint that you’d like to update or you can search for it by using the following:

  • Complaint Number
  • Complainant Name
  • Policyholder ID Number

Update_Complaint_1.png

Once you have found the complaint, click on it. You can edit the details of the complainant by clicking on Edit details;

Update_Complaint_2.png

Details that can be updated are;

  • First name
  • Last name
  • Email address
  • Cellphone number

Update_Complaint_3.png

You can also leave a note by clicking on the Create note button.

Update_Complaint_4.png

These notes will then appear on the Notes tab next to the Activity tab on the right side of the screen.

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