How to track the progress of a dispute and manage the associated items?

Effective dispute management relies on regularly updating the follow-up information: follow-up date, type of action, and attached items.
This feature allows you to:

• Update the follow-up action to reflect the latest progress.
• Manage attached items by removing those no longer relevant (partial resolution, incorrect attachment, etc.).

The objective is to ensure that each action accurately represents the status of the case and that only relevant items remain linked to the dispute.

Steps to follow

1. Access the follow-up action
   
   
   • From the customer file, select the ongoing follow-up action.
   • Click to button to Modify the action.
2. Update key information
   
   
   • Action name: rename it so it is clear and representative.
   • Action date: update it to indicate the next follow-up step or the planned reminder.
     This date serves as a reference point to help you organize your priorities.
   • Type of action: adjust if necessary.
   • Resolver: update the assignment if responsibility has changed.
3. Manage attached items
   
   
   • Go to the List of attached items.
   • Select the items to be removed.
   • Click Disassociate button.
4. Save the update
   • Click Modify button to confirm your changes.

To learn more :
« How to create a specific action? »
« How to make live a specific action? »
« Involve your sales manager in customer relationship management »