Note: You must have Master user permissions on your profile in order to access the account settings and tasks setup.
To change the settings of tasks in the Complaints module, follow the steps below:
From the home page click Menu (the three horizontal lines in the top left of the screen).
Click Account Settings then click Tasks Setup.
Click Complaint.
Complete the complaint task fields as required:
Allow Complaint task to be assigned to.
Allow this task to be skipped.
Allow this task to be skipped for custom task.
Complete the acknowledgement task fields as required:
Default complaint acknowledgement handler.
Tip: Do not choose a default handler if you want to set it when the task is created instead.Default Complaints task assignee can be changed by.
Default complaint acknowledgement within.
Allow the default complaint acknowledgement due date to be overridden by.
Note:This is a user that can change the default for how many days a complaint acknowledgement task is expected to be completed within.
Complete the Investigation task fields as required:
Default complaint investigation handler.
Tip: Do not choose a default handler if you want to set it when the task is created instead.Allow the default complaint investigation handler to be overridden by.
Default complaint investigation due date.
Allow the default complaint investigation due date to be skipped by.
Default users to notify.
Click Save.