Customer complaints
The Customer complaints register centralizes complaints filed on behalf of a customer (point of sale, company). Each record carries a type and a nature, a message, up to 5 photos, and moves along a status cycle until the satisfaction measurement.
Overview
A customer complaint tracks a customer's dissatisfaction with a product, a delivery, a billing issue or a service. It is the most used register in the Complaints module. It shares its engine with the Sales reps and Field sellers registers; only the targeted actor changes — here, the customer.
Business goal
- Track each customer complaint
- Assign, handle and provide a response
- Measure final satisfaction
- Feed the quality dashboard
Target audience
- Support agents — enter & handle
- Sales reps — escalate field complaints
- Managers — assign & oversee
Position within the module
This register is part of the Complaints module. The Type → Nature classification and any custom workflow are defined in Complaints → Settings.
Access and navigation
Left-hand side menu: Complaints → Customer complaints. A badge in the top bar totals the pending complaints, across all registers.
Notification badge — the 71 badge in the top bar counts pending complaints (customers, sales reps, field sellers).
Complaints dashboard — aggregates statuses by month, type, nature, customer and sales rep (service quality).
List & smiley cards
The page displays six statistic cards (smiley) at the top, summarizing the breakdown by status, followed by the paginated list. Each row carries the status smiley and leads to the details via the magnifying glass.
| Status⇅ | Type⇅ | Nature⇅ | Customer⇅ | Sales rep⇅ | Date⇅ | |||
|---|---|---|---|---|---|---|---|---|
| 😠 | New complaint | Product quality | Defective product | SOCIÉTÉ EL MAZRAA | Mouadh BEN AZIZA | 08/06/2026 | ||
| 😐 | Being handled | Delivery | Delivery delay | ÉPICERIE DAR CHAÂBANE | Ayadi ORABI | 05/06/2026 | ||
| 🙂 | Handled & closed | Billing | Pricing error | SUPÉRETTE LE BON COIN | Mouadh BEN AZIZA | 29/05/2026 | ||
| 😄 | Satisfied | After-sales | Exchange request | CAFÉ DELICE SOUSSE | Ayadi ORABI | 22/05/2026 |
The 6 statistic cards (status · color · smiley)
| Card | Smiley | Corresponding status | Color |
|---|---|---|---|
| Total | All customer complaints | Indigo #7366fe | |
| New complaint | 😠 | Not yet handled (status 0) | Red #bf1e2e |
| Being handled | 😐 | Handling underway (status 1) | Orange #e3771f |
| Handled | 🙂 | Response given, closed (status 2) | Apple green #9bbf00 |
| Satisfied | 😄 | Customer satisfied (status 3) | Green #2e9b1f |
| Not satisfied | 😟 | Response deemed insufficient (status 4) | Blue #14418c |
Table columns
| Column | Description |
|---|---|
| Smiley | Status icon (instant read of the status, statuses 0 to 4). |
| Status | Label of the standard status, or of the workflow step if the nature uses one. |
| Complaint type | Family (Product quality, Delivery, Billing, After-sales…). |
| Complaint nature | Precise reason attached to the type. |
| Customer | Customer concerned by the complaint. |
| Sales rep | User who entered / is following up the complaint. |
| Date | Date the complaint was filed. |
| Domain | Shown only in multi-domain companies. |
Column filter
Each column (Status, Type, Nature, Customer, Sales rep, Date) can be filtered directly by typing, in addition to the advanced search.
Action bar
PDF / Excel
Exports the list of displayed complaints.
Help (legend)
Displays the smiley legend: each icon and its status.
New
Opens the creation form (section 6). Subject to the GReclamation · create privilege.
Delete
Deletes the ticked complaint (GReclamation · delete privilege).
Search
Opens the advanced filter: type, nature, customer and period (section 5).
Advanced search
The Search button opens a detailed filter. Selecting the type dynamically filters the list of proposed natures.
Detailed search
Create a complaint
Click New. Choose the type then the nature (which filters the displayed fields), the customer by autocomplete, write the message (500 characters max) and attach up to 5 photos.
Form fields
| Field | Role | Mandatory |
|---|---|---|
| Complaint type | Complaint family; determines the list of available natures. | ✅ |
| Complaint nature | Precise reason; triggers the display of the Item, Invoice fields and the Photos block depending on its configuration. | ✅ |
| Customer | Customer concerned, searched by autocomplete (code or name, 2 characters minimum). | ✅ |
| Item | Shown if the nature is linked to an item. | Conditional |
| Invoice / Domain | Shown if the nature is linked to an invoice (the domain is added in multi-domain setups). | Conditional |
| Message | Description of the complaint (up to 500 characters). | ✅ |
| Photos (1 to 5) | Image attachments (gif / jpg / png, 10 MB max), shown if the nature allows it. | Optional |
Dynamic fields
The form adapts to the nature: depending on its configuration, it shows or hides the Item, Invoice fields and the Photos block. Only the relevant fields appear.
View details
The magnifying glass Detail opens the record in read mode: the photo gallery on the left, and on the right type, nature, date, customer, status, message and response (read-only). The Edit button appears if the complaint is still open and you are authorized to use it.
The gallery presents the attached photos as a slideshow; the original message and the response always remain visible, even after closing.
Handle & reply
From the record details, Edit lets you advance the status and enter a response. The original message and the gallery remain read-only.
Handling — Customer complaint
Choices during handling: --- · Being handled · Handled
Custom workflow
If the nature is linked to a workflow, the status menu no longer offers the standard values but the workflow's named steps. Only the owner of the current step can then advance it.
The 5 statuses
| Code | Status | Smiley | Meaning |
|---|---|---|---|
| 0 | New complaint | 😠 | Filed, not yet taken in charge. |
| 1 | Being handled | 😐 | Assigned and being resolved. |
| 2 | Handled | 🙂 | Response given, case closed. |
| 3 | Satisfied | 😄 | The customer confirms their satisfaction. |
| 4 | Not satisfied | 😟 | The response did not satisfy the customer. |
During handling, the agent chooses the status among Being handled and Handled; the Satisfied / Not satisfied statuses reflect a confirmed response from the customer.
Lifecycle (workflow)
From filing to resolution: Filing → Assignment → Handling → Closing, with a final satisfaction measurement.
flowchart LR A([Customer complaint filed]):::s --> B[New complaint]:::ko B -->|assignment| C[Being handled]:::w C -->|response| D[Handled & closed]:::p D --> E([Satisfied]):::ok D --> F([Not satisfied]):::ko F -.->|reopening| C classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6; classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E; classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46; classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
For steps specific to your organization and per-step owners, see the Workflow & states page.
Business rules
Type → Nature — the nature drives the displayed fields (item, invoice, photos) and any attached workflow.
Controlled editing — a closed complaint (status ≥ 2) can no longer be edited in standard mode; in workflow mode, only the owner of the current step can advance it.
Customer response — the Response field keeps the solution provided and accompanies closure, with a view to measuring satisfaction.
Attachments — up to 5 photos (gif / jpg / png) per record, viewable in the gallery throughout the handling process.
Roles & permissions
| Action | Support agent | Sales rep | Manager | Admin |
|---|---|---|---|---|
| View | ✅ | ✅ | ✅ | ✅ |
| Create a complaint | ✅ | ✅ | ✅ | ✅ |
| Handle / change status | ✅ | — | ✅ | ✅ |
| Delete | — | — | — | ✅ |
Indicative matrix — depends on the GReclamation privileges (create, edit, delete) defined in your company's profiles.
FAQ & real scenario
The Item (or Invoice) field doesn't display?
It depends on the chosen nature. Select a nature configured to require an item or an invoice, and the field will appear.
Why can't I edit a complaint?
It is probably closed, or — in workflow mode — its current step is assigned to someone other than you.
Tip — satisfaction statuses
Reserve Satisfied / Not satisfied for a confirmed response from the customer: they feed your quality indicators.
Real scenario — Defective product at a customer's site
- 1Filing — Sonia (support) creates a complaint: type Product quality, nature Defective product, customer SOCIÉTÉ EL MAZRAA, item Smart Supervisor module, message + 2 photos. Status: New complaint 😠.
- 2Assignment — the manager opens the record details and moves the status to Being handled 😐.
- 3Resolution — After-sales organizes the exchange, enters the response and closes it: Handled 🙂.
- 4Satisfaction — the customer confirms receipt of the replacement: final status Satisfied 😄. The complaint feeds that month's quality dashboard.