What documents should you complete if a customer calls in person to complain?

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2026-03-07 05:50

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When a customer calls in person to complain, you should complete a complaint form detailing the nature of the complaint, the customer's contact information, and any relevant transaction details. Additionally, it is important to document the date and time of the complaint, along with any actions taken or responses given. If applicable, a follow-up form should also be completed to track the resolution of the issue. Ensure that all documentation is clear, concise, and stored securely for future reference.

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