You can access the set-up screen for complaint types or categories either via the “Set-up” button on the Main Menu, or via the “Signpost” button of the Complaints screen. This set-up procedure allows you to pre-define a list of categories to use for your complaints, for reports, etc.
To set-up or edit complaint categories, starting from the “Setup Complaints Categories” pop-up, as shown above…
Breach of contract
Dispute over sums/amount payable
Failure to carry out instructions
Misleading advert/product info
Poor customer service
Unsuitable or misleading advice
You cannot delete a category that is currently in use. On the other hand, you can change a category that is currently in use, in which case all the complaints with that category will also be updated.