Print a Survey

To print a survey, first put the survey into the Quick Print Drop-Down. Then it is very quick and easy to create a survey for any customer! First, 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 a check is in the box, return to the Customers Record View and 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 see the Customer Survey – Detailed for the customer selected. You can also edit the look and feel of the survey or add a new survey if you wish.

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