Back-office staff members can register any questionnaires for an external contact (e.g., potential data), once or regularly. An activity is not required. For this, the Complete questionnaire function is available with persons and companies. The questionnaire selection is automatically preset to the released questionnaires.
Questionnaires at the contact
Requirements
The questionnaire has the following properties:
- For unique registration: Registration type = absolutely (alterable)
- For repeated registration: Registration type = several times
- Usually, the questionnaire requires neither a start nor an end dialog, because it is filled in by an internal staff member (BO).
- The questionnaire is released (according to the
PSA_QST_STA_QUEvariable).
Questionnaires for cases – customizing
Through customizing, questionnaires can be also provided for cases (e.g., in a project folder, sales and service case). For this, the questionnaire tab needs to be added, and the Complete questionnaire function need to be provided. The questionnaire selection is automatically preset to the approved case-specific questionnaires.