Difference between revisions of "20 Feedback Reports"
From TrueERP wiki
Simon Clive (Talk | contribs) (Created page with "Feedback Reports Where is the main area your Feedback Reports come from? Firstly go into the Feedback Report Tab. When you open this Tab you will see a list of all your Custom...") |
Simon Clive (Talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | Feedback Reports | + | '''Feedback Reports''' |
| − | Where is the main area your Feedback Reports come from? | + | Where is the main area your '''Feedback Reports''' come from? |
| − | + | *From the '''CRM''' module select the '''Feedback Report''' button. | |
| − | + | *This '''Feedback Report''' list will display a list of '''Customers''' | |
| − | + | *Double click on one of these you will be taken into another screen - '''Appointments'''. | |
| − | Appointments are the main place your Feedback Reports will come from, whether they are for Appointments | + | *'''Appointments''' are the main place your '''Feedback Reports''' will come from, whether they are for '''Appointments''' or even '''Repairs'''. |
| − | or even Repairs. | + | *You will notice in the Feedback Report screen there is a '''No Feedback''' and a '''With Feedback Radio button'''. |
| − | + | *Obviously if you wish to see '''Feedback''' you must click on this radio button<br> | |
| − | You will notice in the Feedback | + | *This is a great tool to track '''Customer Feedback''' on both '''Repairs''' and '''Appointments '''that your '''Reps''' had.<br> |
| − | Obviously if you wish to see Feedback you must click | + | |
| − | + | ||
| − | This is a great tool to | + | |
| − | + | ||
Latest revision as of 15:40, 21 December 2011
Feedback Reports
Where is the main area your Feedback Reports come from?
- From the CRM module select the Feedback Report button.
- This Feedback Report list will display a list of Customers
- Double click on one of these you will be taken into another screen - Appointments.
- Appointments are the main place your Feedback Reports will come from, whether they are for Appointments or even Repairs.
- You will notice in the Feedback Report screen there is a No Feedback and a With Feedback Radio button.
- Obviously if you wish to see Feedback you must click on this radio button
- This is a great tool to track Customer Feedback on both Repairs and Appointments that your Reps had.
