Print a Survey

To print a survey, you will first want to put the survey into your QuickPrint Drop Down. Then we can very quickly create a survey for any customer we want. First lets click on the Contacts tab.

Next click on Print Assistant under Customers.

Next click on Quick Print Setup.

Choose Other Mailers, then put a check in the box to the left of Customer Survey – Detailed.

There is no save button, once you put a check in the box, when you return to the Customers Record View you will see the Customer Survey – Detailed in the Quick Print drop down.

Select Customer Survey – Detailed, then click the PDF logo to the right of the drop down.

Click Download PDF and you will see the Customer Survey – Detailed for the customer you had selected. You can also edit the look and feel of the survey or add a new survey if you wish.


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