Templates

Customer Satisfaction Templates are used to create consistent customer satisfaction forms that can be sent to customers. These templates are then assigned to either a Task or Purchase Order so customer feedback can be recorded.

To create Questions see Questions

The list of Templates is maintained here.

Settings > Customer Satisfaction Forms > Templates

The link will open the Templates grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Template click New , to edit and existing Template click Edit . A pop up window will appear which will allow the creation or amendment of a Template.

Click to view - Template Fields and Descriptions

Field Name	Description
Template Name	The name of the Template.
Entity	From the drop down select the entity this Template is for, Tasks or Purchase Orders.
Reach Default	Check the box to enable this to be the default Customer Satisfaction Form used within the Reach Module. This requires a workflow in order to distribute the link to the page for the appropriate task.

Complete the fields and click Save . Once the Template header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

• Assign Questions

Assign Questions