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
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
Click to view more detail.
Once a the Template header has been completed the relevant questions can be assigned to it.
Settings > Customer Satisfaction Forms > Templates - Assign Questions
The link will open the Template / Assigned Questions grid. It is a grid view that can be customised and sorted as normal.
To assign Questions click Assign
, entities in the right hand assignment window are connected.
Once the Questions have been assigned, the order they appear on the form can be altered by using Move Up 
and Move Down 
.
