The Client Feedback case records in byondpro provide a means to capture both positive and negative feedback from customers and visitors. The feedback entries can be associated with deceased, family and cemetery location records.
Any actions resulting from a feedback entry can be logged directly in the case record, together with photos, letters or other electronic files.
Related Informationavailable from the Client Feedback summary page:
Work Request Details: List of stages in work request
Investigation & Recommended Action: to monitor review processes and identify follow-up activities
Notes: to record general notes
Communications: to record phone calls, correspondence and general activities
Documents: to log photos and correspondence
Workflow Tracking: records case progression through the workflow monitoring time elapsed between entries
Solutions:lists risk register entries that have been associated with the Client Feedback record
Adding new records
New Client Feedback records can be created by selecting New Case and Category: Client Feedback.
Client Feedback records can also be created from the Cases screen of the Person providing the feedback, and will pre-fill with a link to the Person record.
Workflow
The Case workflow ensures that feedback entries are logged and reviewed by appropriate staff.
Workflow Stages
Description
Logged
Default stage when case record is saved
Queued
Indicates case has been assigned for initial review and actions email is issued to assigned staff member
Investigated
Indicates case has been reviewed and pending sign-off
Re-assign
Allows case to be assigned to a different staff member for review and action
email is issued to assigned staff member
Sign Off
Closes the case, indicating all necessary actions have been completed
email is issued to initiating staff member
Button Functions
Button
Description
Change
Switches to edit mode
Save
Updates/creates the record
Continue
Closes the open screen and returns to list of cases
Add to Group
Assign to group according to entity
Next
Opens the next case record
Print Summary Report
Generates CRM report of workflow activities and communications
Print Case Summary
Generates a detailed summary listing of case field values
