Surveys

There are customer Surveys available in the Print Assistant.  These can be used as-is or modified to a user’s liking.

Adding a Survey to the Quick Print:

The easiest way to print a survey is by first adding it to the Quick Print drop-down. Then they can be very quickly generated and printed right from the Customer Record.

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 there is a check in the box, the Customer Survey – Detailed will appear in the Quick Print drop-down on the Customer Record

Downloading a Survey:

Return to the Customer Record via the Contacts Tab

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

Choose which data to merge to the Survey (if there is more than one option) and choose whether or not an Activity should be logged. Then click Download PDF

See an example of the Survey below:

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