To view the costs incurred within a feedback case

The procedure to view the costs incurred within 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, revealing a list of all expenses incurred within the management lifecycle of the feedback case 1. Certain fields are worthy of special note and are captured in the table below 2.
4. Click on Close.

Tip

1 By default, all costs are displayed in chronological order i.e. the date on which they were raised against the feedback case; to aid analysis, rows can be reordered by clicking on any of the available headings.

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 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.

See related topics...

Feedback cost management overview

To add an incurred cost to a feedback case

Using the search facility