To add an incurred cost to a feedback case

The procedure to add an incurred cost to a feedback case is as follows:

1. Using the Advanced search spy-glass (), select Feedback Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Feedback Case Details window is displayed.
3. Click on Costs. The Costs tab is activated.
4. Click on New Cost 2. The Feedback Case Cost window is displayed.
5. Using the Cost type drop-down field, select an appropriate parameter value to reflect the cost incurred during the feedback case e.g. Compensation Claim, Goodwill Gesture, etc.
6. Enter the cost Value into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
7. Use the Details field to add contextual information in support of the incurred cost.
8. Click on Confirm. The new entry is displayed in the Costs summary table.
9. Click on Save.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, business area, stage, company, status) to ensure that the correct feedback case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for feedback cases that are set to a status of Cancelled or Closed.

See related topics...

Feedback cost management overview

Using the search facility