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Understanding Feedback and Enquiries

The Feedback and Enquiries module enables you to manage all comments and enquiries received from customers through your enquiry forms. This module collects all feedback and assigns each ticket to the relevant user.

Fatma Abid avatar
Written by Fatma Abid
Updated over 2 months ago

Manage the feedback and enquiries tickets

To find of your current feedback items, follow the below steps:

  1. From the modules menu, click Feedback and Enquiries, then click Manage Feedback - Enquiries.

  2. From the top section, you will find a your SLA indicator for the tickets you have, it highlights all feedback and enquiries items which have exceeded your set Service Level Agreement.

    ๐Ÿค“Tip: You can have two types of display of the tickets depending on your preferences. By default it is a gird view but you can switch it to a list view instead. Click the List View icon to switch it.

  3. From the displayed grid, manage the available feedback and enquiries tickets:

    • From the Actions column, you can:

      • Delete Feedback: This will permanently delete the feedback from the system. This function will not be available to all users and access will be based on your user group.

      • Edit Feedback: This opens the ticket and allows you to respond, escalate or close each item. You can also forward the ticket to the Sales Lead Portal (SLP).

      • Claim Feedback: This assigns the feedback item to yourself. This helps to avoid multiple people responding to the same ticket. If you reply to a ticket that hasnโ€™t been claimed yet, this will also automatically claim and assign the feedback to your account.

    • ID: The ticket's unique ID.

    • Ticket and customer details

      • Customer first name

      • Customer last name

      • Region: Customer's region

      • Location: The location assigned to the feedback and enquiries item.

      • Type: The type of the item either a feedback or an enquiry.

      • Category: The category assigned to the ticket.

      • Subcategory: The subcategory assigned to the ticket.

      • Submitted on: When was the item submitted on.

      • Responded on: When was the item responded on.

      • Closed on: When was the item closed on.

    • Status: The item's current status:

      • Added

      • Awaiting Input

      • Responded

      • Escalated

      • Request Support

      • Support Submitted

      • Auto Escalated

      • Closed

      • Closed And Resolved

      • Re-opened

      • Customer Replied

      • Sent to SLP

    • Tag Category: The added tag to the item, depending on your settings.

    • Tag: the assigned tag, depending on your settings.

    • Overdue: This highlights to you if the item is overdue, according to your settings.

    • Score: The score provided from the customer.

    • Ticket Holder: The user or the team who held the ticket.

    • Claimed By: The user or the team who claimed the ticket.

    • Support Requested From: If the ticket's holder requested support from another user, their username will be displayed here.

    • Support Requested To: The username of the user who has been requested to support on the ticket.

    • Feedback Date

    • Source: The source of the ticket. This can be your surveys for example.

๐Ÿค“Tip: If you want to have a quick summary view of your ticket, click the Expand icon in the first column near the Actions.


Filter and export the feedback and enquiries tickets

You can filter and sort your columns according to specific filtering if you wish.

Columns preferences

  1. By the grid or list view, click the Cog icon.

  2. From the column with the purple items, use drag and drop to move the fields you want into the column with the blue items.

  3. If you want to remove some fields from your view, drag and drop the fields in the column with the blue items into the opposite section.

  4. Once all updates are made, click Save.

Your view will now be refreshed and will display your grid with the fields you've confirmed.

๐Ÿค“Tip: If you don't want to have permanent filtering, you can choose temporary filters.

Specific columns filtering

If you wish to look for specific information in a certain column, follow the below steps:

  1. By the relevant column, click the three-dots icon.

  2. Click the arrow icon by Filter, then from the displayed dropdown, select Contains.

    ๐Ÿค“Tip: By default, this dropdown shows as Is equal to, switching this to the Contains option grants more accurate filtering.

  3. Type in what information you are looking for, then click Filter.

๐Ÿ“ŒNote: There are other filtering methods you can use. This includes sorting your column's content in a an ascending or descending order.

Temporary filters

Instead of having permanent filtering to your grid view, you can choose temporary filters.

Columns temporary filtering

  1. By the relevant column, click the three-dots icon.

  2. Click Columns, then from the displayed list select what would you like to remove from your view.

Your view will be instantly refreshed now to contain only the columns you have kept selected in the previous dropdown.

Module temporary filtering

You can use different filters for your grid for the feedback and enquiries tickets using the module filters. To apply this filter, follow the steps below:

  1. From the right side, click the filter icon.

  2. Use the filters as necessary:

    1. Filter the from date: This helps you precise from which date you'd like to display the tickets.

    2. Status: This lists for you all the available statuses so that you can select what you'd like to display. Click Apply Filter after adding your changes.

    3. Filter by Brand: If you're having a multi-brand setup, this will help you choose which brand you want to display the tickets linked to it.

Your view will be instantly refreshed now to accommodate the applied updates.

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