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


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


Details that can be updated are;

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


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


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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