Client Feedback User Guide
Attached to this article, you will find a helpful user guide to assist you with using the Client Feedback Module on the Riliance system.
The Client Feedback Module will act as a central location for firms to upload and store all of their client feedback.
Users with access to the Client Feedback Module will be able to record this feedback, and set and complete further action tasks if necessary.
The Client Feedback Module also has a Reporting Suite allowing you to review your entire feedback register and produce useful Management Information.
Additionally, Riliance are happy to produce bespoke reports to review more specific Management Information. If you would like to request a bespoke report, please contact us at Riliance using the details below and we will be happy to discuss.
If you have any questions at all, or would like any further assistance with recording client feedback, please do not hesitate to contact our Client Services Team on 01829731200. Or alternatively, you can email us at email@example.com
To download the guide, please click the attached document named ‘Client Feedback Guide’ below.