Compliance

Creating Customer Profiles

Updated on

Customer Profiles for Complaints etc

Create new

Create new

Select the New button to create a new customer profile

Org, Class, Type and Layout

Completing Detail

Enter all relevant detail

Submit to Approve

Enter any necessary changes if you are making a revision change or ignore if this is a new document.  Submit when ready

Approve

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Complaint Form - CPro Liability Risk Review Step
Next Article How to Access Reports from C-Pro