# 6. Instructions for Registering and Resolving Customer Feedback and Complaints

Published 2025-04-29

> This guide helps simplify the process of documenting and managing feedback or complaints from Customers through a clear pipeline. Create a Feedback and Complaints Board Go to the Settings menu. Select Ticket Pipeline . C

This guide helps simplify the process of documenting and managing feedback or complaints from **Customers** through a clear pipeline.

### **Create a Feedback and Complaints Board**

1.  Go to the **Settings** menu.
2.  Select **Ticket Pipeline**.
3.  Click **Add New Board**, enter the name **“Feedback and Complaints”**, and click **Save**.

### **Set Up the Feedback Resolution Pipeline**

1.  Click **Add New Pipeline**.  
    _(This pipeline allows you to track and manage the stages of feedback and complaint resolution.)_
2.  In the **Name** field, enter: **“Feedback and Complaints”**.
3.  Click **Add Another Stage**, enter: **“New”**.
4.  Click **Add Another Stage**, enter: **“Distributed”**.
5.  Click **Add Another Stage**, enter: **“Checking”**.
6.  Click **Add Another Stage**, enter: **“Resolved”**.

> Note: You can add more stages if necessary, but having too many stages may make the process more complicated.

### **Register Feedback and Complaints from a Conversation**

1.  Go to the **Teaminbox** and open the relevant conversation.
2.  Click the **Convert** button in the upper right corner.
3.  Choose **Convert to a ticket**.
4.  In the **Name** field, briefly describe the content of the complaint (e.g., “Late Delivery” or “Product Quality Concern”).
5.  Click **Save** to register the complaint.

**Illustrated instructions:**

**Create a field for registering feedback and complaints**

1.  **Go to Settings** .  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io/RXkZYanFUkV9DaqiV3OeJerxesund.png)
2.  Select **Ticket Pipeline .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FawZNDB3YsKmno19zgBkaVchosetickett.png)
3.  **Click Add New Board** , type "Feedback and Complaints," and click **Save .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F4LDAyyTB30e4Gis6SCOy6addnewbaord.png)  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2Fgty29K0hsUYj47proHRcXticketnamesave.png)
4.  Click **Add New Pipeline .**  
    _(Note: A field that allows you to manage the stages and steps of resolving feedback and complaints)._  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F0HxbKjBxvN5FzggAw17P3addpipelee.png)
5.  **In the Name** field, type "Feedback and Complaints".  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FlM4wDXNdwIqCmHO2qOykTpipelineename.png)
    -   Click **Add Another Stage** and type "New" in **the Stage Name field.**
    -   Click **Add Another Stage** and type "Distributed" in **the Stage Name field.**
    -   Click **Add Another Stage** and type "Checking" in **the Stage Name field.**
    -   Click **Add Another Stage** and type "Resolved" in **the Stage Name field.**  
        _( **Note:** You can create as many stages as you want, but it's not a good idea to have too many.)_
6.  Click the **Save button to save.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FgBCNMh7ewZJKax3fFKId3pipelineesave.png)

  
**Registering feedback and complaints**

1.  **Go to the Teaminbox** conversation.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FwY5vutPEim21Fvfg827WVchoseinbox.png)
2.  Click the **Convert** button in the upper right corner .  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2Fc1xrhgq5LBM75zM4xhglOconverttickke.png)
3.  Click **Convert to a ticket.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FNJv2z3V5CdBc93yCHB2Ilconverttoa.png)
4.  **In the Name** field, enter the general content of the complaint.
5.  Click the **Save button to save.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FKQ6ddOC86VnaAOVz9kv9qsaveeticket.png)  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FHaG1lcTd8BmZ8DO2iQ4P7relatedtickcc.png)![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2Fzy55dtCtJEfAVb869dyTNchosetiickck.png)![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2Fs1q0jj9ssgVbhCFrXtmwgclickcarddaticket.png)![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FWwerdF2bEzOz8zQyRTn6pticketnameee.png)