Creating a New Complaint Template

Should it be determined that a new Complaint Template is needed, it is important to make specific selections prior to creating the new Lead-In Phrase. Follow these steps in this order:

•      Enter the # of Complaints that the new Complaint Template applies to

•      Set the Weight of the Complaint Template

•      Click on the New icon  to clear the Lead-In Phrase box and display the next iteration number next to the blue Right and Left Arrows

•      Type in the Lead-In Phrase (Sentence) using Merge Fields as needed

•      Click the Save icon

•      Repeat these steps for each additional new Complaint Template