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User Manual Customer complaints Version 1.0 · Stable

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.

6
Statistic cards
5
Statuses (0 to 4)
7
Columns
5
Photos / record
1

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.

2

Access and navigation

Left-hand side menu: ComplaintsCustomer complaints. A badge in the top bar totals the pending complaints, across all registers.

Swifto ERP — Complaints menu
Global dashboard
Complaints
Complaints Dashboard
Customer complaints
Sales rep complaints
Field seller complaints
Settings
Sales
Need help? Click here...
The list of customer complaints opens on the right after the click.

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).

3

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.

Complaints › Customer complaints
Global dashboard
Complaints
Complaints Dashboard
Customer complaints
Sales rep complaints
Field seller complaints
Settings
7112 Mrs Sonia TRABELSI
Need help? Click here...
Customer complaints
New Search
214
Total
😠
37
New complaint
😐
52
Being handled
🙂
88
Handled
😄
29
Satisfied
😟
8
Not satisfied
StatusTypeNatureCustomerSales repDate
😠New complaintProduct qualityDefective productSOCIÉTÉ EL MAZRAAMouadh BEN AZIZA08/06/2026
😐Being handledDeliveryDelivery delayÉPICERIE DAR CHAÂBANEAyadi ORABI05/06/2026
🙂Handled & closedBillingPricing errorSUPÉRETTE LE BON COINMouadh BEN AZIZA29/05/2026
😄SatisfiedAfter-salesExchange requestCAFÉ DELICE SOUSSEAyadi ORABI22/05/2026

The 6 statistic cards (status · color · smiley)

CardSmileyCorresponding statusColor
TotalAll customer complaintsIndigo #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

ColumnDescription
SmileyStatus icon (instant read of the status, statuses 0 to 4).
StatusLabel of the standard status, or of the workflow step if the nature uses one.
Complaint typeFamily (Product quality, Delivery, Billing, After-sales…).
Complaint naturePrecise reason attached to the type.
CustomerCustomer concerned by the complaint.
Sales repUser who entered / is following up the complaint.
DateDate the complaint was filed.
DomainShown 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.

4

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).

5

Advanced search

The Search button opens a detailed filter. Selecting the type dynamically filters the list of proposed natures.

6

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.

New customer complaint
Customer complaint
Product quality
Defective product
CLT012 — SOCIÉTÉ EL MAZRAA
467802 - SMART SUPERVISOR MODULE
The module received has a screen display defect. Requesting replacement under warranty.

Form fields

FieldRoleMandatory
Complaint typeComplaint family; determines the list of available natures.
Complaint naturePrecise reason; triggers the display of the Item, Invoice fields and the Photos block depending on its configuration.
CustomerCustomer concerned, searched by autocomplete (code or name, 2 characters minimum).
ItemShown if the nature is linked to an item.Conditional
Invoice / DomainShown if the nature is linked to an invoice (the domain is added in multi-domain setups).Conditional
MessageDescription 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.

7

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.

Details — Customer complaint
Customer complaint
Product quality
Defective product
08/06/2026
SOCIÉTÉ EL MAZRAA
😠 New complaint
The module received has a display defect…

The gallery presents the attached photos as a slideshow; the original message and the response always remain visible, even after closing.

8

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.

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.

9

The 5 statuses

CodeStatusSmileyMeaning
0New complaint😠Filed, not yet taken in charge.
1Being handled😐Assigned and being resolved.
2Handled🙂Response given, case closed.
3Satisfied😄The customer confirms their satisfaction.
4Not 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.

10

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.

11

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.

12

Roles & permissions

ActionSupport agentSales repManagerAdmin
View
Create a complaint
Handle / change status
Delete

Indicative matrix — depends on the GReclamation privileges (create, edit, delete) defined in your company's profiles.

13

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

  1. 1
    Filing — 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 😠.
  2. 2
    Assignment — the manager opens the record details and moves the status to Being handled 😐.
  3. 3
    Resolution — After-sales organizes the exchange, enters the response and closes it: Handled 🙂.
  4. 4
    Satisfaction — the customer confirms receipt of the replacement: final status Satisfied 😄. The complaint feeds that month's quality dashboard.
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Swifto ERP · Complaints module · User Manual v1.0

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