In the CRM standard, questionnaires are used for various use cases supported by JustRelate CRM. In the following sections, some of them are described in detail.
- Requirements for using the Web Client as a frontend to capture questionnaires
- Completing visit reports in an appointment
- Completing phone reports in a phone call
- Completing fair reports in an event – assistant
- Capturing questionnaires in the contact and in the case
- Capturing training evaluations
- Customer survey via the web portal