If you have been requested by a customer to complete one of their surveys, then this can be found under ‘Survey’ in the top menu bar. If you cannot view the survey, ensure that you are connected to the customer under ‘Clients’. If your customer does not appear here, you can add them by selecting ‘+ Add Client’. You can access the Survey section any time to view and edit your survey response. Once you have completed a survey and saved it, this will automatically link your response to the requesting customer.

Posted in: Adding and Editing Data

August 20th, 2013