How to use customer portal for registering complaints
- Go to your URL for example – http://xyz.cloudyogi.com/portal ,
- Use your username and password provided by the customer or CRM and login
- Below screenshot will let you know the following things that can be done through the portal
In this image, arrows significance the below details Brown Arrow – The various type of complaints stored in the system on your behalf like All Open, In Progress, Wait for Response, Closed. Blue Arrow – It will show you the all closed tickets Red Arrow – It will allow you to enter the new complaint Green Arrow – It will allow you to search any ticket which is registered in the system. Hope this will help and make your complaint registering process easier, you can share this with your customer to guide them how to user Customer Portal as well. For any detail or sales query feel free to drop an email at [email protected] Do share with your friends to educate them about the benefits of the portal as well. !!!