Customer Resolution Tool (CRT) help page
On Monday 24 March 2025, Royal Mail started to use a new CRM application from Salesforce. As a result, the CRT system changed.
This page provides relevant information and materials to support you with the change.
If you have a question after reviewing the instruction videos, how to guides, FAQs and contacted IT, please raise it with the team using the form at the bottom of this page. Please give as much information as possible in your question and what it is you require to be done.
CRT IT issues as of Monday 16 June 2025.
System |
Issue |
Affected community |
Current status |
---|---|---|---|
CRT |
Some complaints are being aligned to the incorrect walk. |
All |
This is a known issue that is actively being worked on with no resolution date as yet. While a fix is worked on, walk data will be corrected centrally every week. |
CRT |
If you have any of [cancellation, amendment request, delivery enquiry or general enquiry] still showing in your records as “in progress”, re-enter data in the required fields in the Operational Root Cause & Fix section. This will update the status of the task to “completed. |
ALL CRT users |
If any of these remain open, please raise a ticket with the IT Helpdesk using this link |
CRT |
Some complaints are coming through without the customer address fields being populated. |
All |
This will be fixed as soon but they should be visible in the Customer Complaints Dashboard. This guide will help finding them |
Customer Complaint Dashboard |
Data incorrect |
All dashboard users |
In progress |
Instruction videos
Training - SuccessFactors learning: item details for Salesforce Customer Resolution Tool
How to view Salesforce CRT dashboard
How to locate and view a CRT work item
How to locate an employees complaint history
How to request realignment of a CRT work item
How to request critical missing information on a CRT work item
How to complete a CRT work item
How to add an employee pay number
How to guides
How to view Salesforce CRT dashboard guide
How to locate and view a CRT work item guide
How to request realignment of a CRT work item guide
How to request critical missing information on a CRT work item guide
How to complete a CRT work item guide
Resources
Frequently asked questions (FAQs)
Click here for a continually updated FAQ document